Although she’s a financial planner, she’s not your typical financial planner. Charlene never dreamed of working in this industry. In fact, she never imagined she’d land in the world of investments and long-term planning. Charlene considers herself an artist destined to a life of sales. Starting at age 16, she’s been in commission retail. In fact, she started her career as a sales manager at a lingerie boutique. This is where she discovered the powerful link between money and emotion, passion and vulnerability. From a real-estate agent to making a Fox News parody television show and selling home theatre equipment to selling cars, she’s done it all. Charlene has now been a Financial Advisor with Northwestern Mutual for seven years. She’s a first-generation American whose Portuguese parents taught her about the value of hard work and planning at a young age. She graduated early from the University of California, Santa Cruz with a BA in Consumer and Social Psychology. Charlene’s bread and butter is that she works primarily with creatives and millennials. She aims to get individuals to dream bigger. She’s always pursued with the “I’m going to be better than you” mentality, despite gender or differences.
092: Championing Cybersecurity with Rachel Wilson
091: New Thoughts about Negotiating with Mori Taheripour
090: Conversation and Care with Dr. Joy Lere
089: Women, Movies, and Media with Madeline Di Nonno
088: Speak Up, Step Up, Make it Happen with Minda Harts and Christine Brown-Quinn
087: Ageless FinTech with Lisa Moyle
086: Speaking Out with Alex Chalekian
085: One Girl at a Time with Seema Hingorani
084: Clapping Back with Elijah Lawal
083: Changing the Language of Wealth with Chloe B. Mckenzie
082: Financially Fierce with Veronica Dagher
081: Power. Focus. Intention.
080: Inclusion and Belonging
079: Work and Meaning
078: Culture and Balance
077: The Lawyer Who Rocks
076: Seeds of Independence
075: To Bee or Not to Bee
074: In It For the Long Game
0:73 Money Girl’s, Money Moves
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
The Prosperity Podcast
What’s Cooking with Paula Deen
Your Money Now, The Small Business Report
College Hoops Today with Jon Rothstein
Wall Street Journal Editors’ Picks