Charlene Norton

Client Service Associate

Charlene graduated in 2010 from California State University, Fullerton with a Bachelor of Fine Art Degree.

He spent the first ten years of his professional career working in the Home Building industry where he gained an invaluable education in real estate through the various positions he held in Construction Oversight, Project Management and Land Acquisition. Marshall also holds a Real Estate Brokers License in the State of California.

In 2014 Charlene began her career in the financial services industry when she started working at Sagent Wealth Management. Here she is the first point of contact for clients who need assistance opening new accounts, transferring assets, securing tax reporting documents, securing statements, setting up online access to accounts and interfacing with custodians. She has developed an extensive knowledge of the policies and procedures customary to the financial services industry and specific to Sagent Wealth Management. Charlene takes pride in providing exceptional customer service and personal attention, in a timely manner, to all clients and prospective clients of Sagent Wealth Management.

In her leisure time, Charlene enjoys gardening, taking trips to the beach, hiking, reading and bike riding.