Charlene graduated in 2010 from California State University, Fullerton with a Bachelor of Fine Art Degree.
In 2014 Charlene began her career in the financial services industry when she began 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.