Investment Counselor, CFP®, CDFA®, CRPC® at Clifford Swan Investment Counselors
Carlota Venegas is based out of Pasadena, California, United States and works at Clifford Swan Investment Counselors as Investment Counselor, CFP®, CDFA®, CRPC®.
Carlota Venegas's Contact Information
Carlota Venegas's Work email
c*****@cliffo***.com
Valid
Latest update
September 18, 2025
Location
Pasadena, California, United States
Carlota's current employer
Clifford Swan Investment Counselors
Description
Clifford Swan Investment Counselors advises individuals, families and institutions, crafting tailored strategies for wealth preservation ...
Carlota Venegas works for Clifford Swan Investment Counselors.
What is Carlota Venegas's function at Clifford Swan Investment Counselors?
Carlota Venegas is Investment Counselor, CFP®, CDFA®, CRPC® at Clifford Swan Investment Counselors.
Where is Carlota Venegas based?
Carlota Venegas is based out of Pasadena, California, United States.
What is Carlota Venegas's work email address?
Carlota Venegas's professional email address is c*****@cliffo***.com
Who are Carlota Venegas's co-workers?
Carlota Venegas's colleagues are Peter Boyle, Cindy Koivu, Rick Adler, Lloyd Wong, Murcy Huang, Erica White, Daniel Mintz, Max Pray, Gretchen Lee, David Lin, Kevin Cavanaugh, Kathleen Gilmore, Sharon Bachert, George Hasbun.
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