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.
032: Proving Them Wrong
031: Woman and the Nasdaq
030: Planning to Be a CFP
029: Investing in Gender Parity
028: Fighting for Change On Wall Street
027: Playing a Bigger Game
026: Realigning Your Voice
025: What’s Behind Your Investments?
024: Making Connections
023: How to Work a Room
022: Go For No!
021: Rocking a TED Talk
020: See Do Get
018: Toughing it Out
019: Just Breathe
017: Finding Your Authentic Voice
016: The ‘Getting Along’ Paradigm
015: Let's Get to 30%
014: Keeping An Open Mind
013: Be Bold Not Bitchy
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