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.
0:72 Moving the Industry, One Action at a Time
070: Debugging Meritocracy
069: It’s Not the End of the Road
068: Hustle and Hard Work
067: Being A Modernist in Finance
066: Slowing Down to Speed Things Up
065: Changing Your Filter
064: Finding Energy to Recharge Your Battery
063: Battling Inequality Through Words
062: Financial Freedom Through Intention
061: Surviving the Overwired World
060: Your Brand, Your Business, Your Bottom Line
059: Influencing The Masses
058: Financial Power
057: Women in Securities Law
056: Thriving in Business
055: Business Is in Her Blood
054: Finessing Financial Education
053: Winning in Sales
Create your
podcast in
minutes
It is Free
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