Carmina Holguin

Client Service Specialist, Alternative Assets Specialist

(626) 792-2228

Carmina joined Clifford Swan Investment Counselors in 2016. As a client service specialist, she provides administrative support to clients’ investment counselors and works closely with clients in support of their goals. Additionally, Carmina is responsible for the administration of the firm's alternative assets, including real estate investments. 

Carmina started her career in the financial services industry at Lombardia Capital Partners in Pasadena.  

Diamond

“It is a pleasure being part of a team that is committed to helping clients accomplish their financial objectives.”

EDUCATION
Mount Saint Mary’s University, Bachelor of Science, Business Administration, 2019
LANGUAGES
Spanish

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