Carolyn A. Masline, CFP^®

MBA

Wealth Advisor

CareGen Wealth Management, LLC

1350 Old Bayshore Highway, Suite 520
Burlingame, CA 94010

FINANCIAL ADVISOR'S WEBSITE

caregenwealth.com

(650) 288-3060 CONNECT WITH Carolyn

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Carolyn Masline is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CareGen Wealth Management, LLC in Burlingame, CA and the surrounding communities.

Financial Advisor Overview

Carolyn Masline founded CareGen Wealth Management to provide expertise and guidance to empower women to make better financial decisions for themselves and the people they care about. She believes that your financial resources should be working for you and enhancing your life. Her ultimate goal is to empower her clients to believe in themselves, make the most of their resources, enable smart decisions, and forge better financial outcomes for themselves and the people they care most about. Carolyn Masline provides investment management clients with ongoing financial planning and works in coordination with their other professionals as necessary. For clients who prefer to manage their own investments, she offers financial planning only engagements which may include one-time financial plans, hourly projects, or quarterly engagements.

Financial Advisor Experience

Carolyn Masline has worked in the financial services industry since 2006. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and her education includes a Bachelor’s Degree in Mathematics and Economics from UC Santa Barbara, and a Master’s Degree in Business Administration from the University of Southern California. Her professional career began at the Jet Propulsion Laboratory, a NASA facility, and she worked in the aerospace industry before becoming a career changer. Prior to founding CareGen Wealth Management, she worked for several Registered Investment Advisor firms in the San Francisco Bay Area including most recently Goldman Sachs Personal Financial Management. She is proud to serve as her clients' long term trusted advisor, problem-solver, and collaborative partner.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances