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.
012: Time to Get In the Game
011: Ski Like a Girl
010: Nail Your Niche
009: Say What You Mean
008: Navigating Negotiation
007: Nothing Can Stop Her!
006: You Gotta Love it!
005: Listening Is an Art … That Can Be Learned!
004: The Evolution of Women in Finance
003: Boldness Creates Opportunities
002: Changing Perspective
001: Confidence is Contagious
000: Finding Your Inner Rockstar
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