Charlene Quaresma in

Charlene Quaresma

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Wealth Management Advisor at Northwestern Mutual
📍 Portland, Oregon, United States

Charlene Quaresma is a Wealth Management Advisor at Northwestern Mutual, specializing in financial planning for millennials, digital creatives, and the LGBTQ+ community. Holding a Chartered Life Underwriter (CLU) designation, she also serves as a Field Director, mentoring new financial representatives.

As a first-generation American and artist, Charlene is deeply embedded in Portlands creative scene. She is a vocal LGBTQ+ ally and a self-described "Cat Mom, " valuing a non-judgmental and playful approach in both her personal and professional life.

She brands herself as the "Money Madam to Portland’s Creative Class, " using storytelling to make finance accessible.

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Experience
12 Years
Current Role
Wealth Management Advisor
Job Level
Mid-senior
Location
Portland, Oregon, United States
Personality Overview

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Priorities

Topics Charlene cares about

Supporting Creatives
She has built her practice around providing financial planning for artists and digital creatives, understanding their unique income streams and financial goals.
LGBTQ+ Financial Planning
A core focus of her work is offering guidance and creating a welcoming, non-judgmental atmosphere for clients in the LGBTQ+ communities.
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Career

Work history

10-2020
Wealth Management Advisor
Northwestern Mutual
9-2018
Field Director
Northwestern Mutual
10-2014 - 10-2020
Financial Advisor
Northwestern Mutual
4-2011 - 3-2012
Independent Agent
Aflac
In the press

Media appearances

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Education
1998 - 2002
BA
University of California, Santa Cruz
CLU
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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