Carlota B. Venegas, CFP®, CDFA®
Investment Counselor
(626) 792-2228 cvenegas@cliffordswan.com
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. Drawing upon nearly 15 years of investment management and financial planning experience, she enjoys balancing the human side of finance with the technical aspects of wealth management to meaningfully impact 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.
"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."
Chartered Retirement Planning Counselor℠, 2006
Certified Financial Planner™, 2015
Certified Divorce Financial Analyst®, 2017