Carlota B. Venegas, CFP®, CDFA®
Carly joined the firm in 2020 as an investment counselor. As a Certified Financial Planner™ and Certified Divorce Financial Analyst® she brings a unique skillset to clients. She came to Clifford Swan with 10 years of investment management and financial planning experience. Through investment counseling, she enjoys balancing the human side of finance with the technical aspects of wealth management, and her ability to have a meaningful impact on clients’ lives.
Born and raised in the San Gabriel Valley, Carly graduated from the University of California, Berkeley in 1999 with a Bachelor of Arts in Political Economy of Industrial Societies. Carly enjoys spending time outdoors with her three children. An active member in the community, she is a head coach for the American Youth Soccer Organization and a member of the Parent Teacher Association.
"I am humbled by the opportunity to have a meaningful impact on clients' lives. Investment counseling is especially rewarding because it enables me to balance the human side of finance with the technical aspects of wealth management."
Head Coach, U-10 Boys/Girls, American Youth Soccer Organization
Member, ProVisors Pasadena
Member, Parent Teacher Association
Chartered Retirement Planning Counselor℠, 2006
Certified Financial Planner™, 2015
Certified Divorce Financial Analyst®, 2017