Episode 70: Charlene Quaresma on Real Financial Empowerment

Charlene Quaresma

Today's episode is with Superwoman Summit 2017 speaker, Charlene Quaresma. 

Charlene Quaresma joined Northwestern Mutual 2012 in Portland, Oregon’s Mahaffey Network office. She is a licensed Advisor and holds her FINRA (Financial Industry Regulatory Authority) Series 6, 63 and 65 certifications.

She runs a broad practice and works with a team of specialists to offer:

  • Flexible financial planning for millennials and digital creatives
  • Guidance with multigenerational and estate planning
  • Comprehensive planning for small business owners
  • Foundational planning for young families

We had an awesome discussion about financial empowerment that included a conversation about:

  • Charlene's personal journey to financial empowerment
  • How Charlene became an award winning financial advisor
  • Advice for feeling more empowered with your finances as a modern day woman
  • What real diversity in the workplace looks like 
  • Living a joint life with your partner and collaborating on your finances
  • Valuing yourself when it comes to money and your future

You can connect with Charlene at charlenequaresma.nm.com and register for the Superwoman Summit to see her speak Oct. 20-22, 2017. 

Listen to Stitcher