Carolyn A. Masline
CAREGEN WEALTH MANAGEMENT
SAN MATEO, CA 94402
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CRD#: 5166131
Professional summary
Carolyn Ann Masline, CFP®, who also goes by Carolyn A Masline, Carolyn Paukstis, is a registered financial advisor currently at CAREGEN WEALTH MANAGEMENT located in San Mateo, California.
Carolyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Carolyn has worked at 5 firms .
Biography
I’m a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and have a fiduciary duty to my clients. I have worked in the financial services industry since 2006 and I'm an independent, fee-only advisor. My 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. I began my professional career at the Jet Propulsion Laboratory, a NASA facility, and worked in the aerospace industry before changing careers. Prior to founding CareGen Wealth Management, I worked for several Registered Investment Advisor firms in the San Francisco Bay Area including Goldman Sachs Personal Financial Management. I'm proud to serve as my clients' long term trusted advisor, problem-solver, and collaborative partner.
I live in Northern California in Burlingame where my husband and I raised our three now-adult children. In my spare time, I enjoy downhill skiing, hiking, and attending the Sundance Film Festival in Park City, Utah. I also love spending time with family and close friends in Brooklyn, Phoenix, San Francisco, Santa Barbara, and Orange, California.
Question & Answer
What are your service offerings?
Divorce Planning
Retirement Planning
Life Transitions
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Elder Care
Retirement Income Management
Tax Planning
Inheritance
Socially Responsible Investing
Do you have an area of expertise or specialization?
Divorce Planning
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Carolyn A Masline | Carolyn Paukstis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Carolyn Ann Masline's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
July 6, 2021 - Present
CAREGEN WEALTH MANAGEMENT
Office #1: 1825 S. Grant Street Suite 200, San Mateo, CA 94402RIA
CRD#: 315313
SAN MATEO, CA
Past
August 1, 2019 - June 29, 2021
UNITED CAPITAL FINANCIAL ADVISORS
RIA
CRD#: 134600
LOS ALTOS, CA
Past
August 14, 2018 - June 24, 2019
ADERO PARTNERS, LLC
RIA
CRD#: 297808
Palo Alto, CA
Past
April 20, 2011 - August 13, 2018
VISTA WEALTH MANAGEMENT, LLC
RIA
CRD#: 110252
San Francisco, CA
Past
April 26, 2010 - March 22, 2011
SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLC
RIA
CRD#: 129412
SAN MATEO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/6/2021)
Exams
Current Firm
CAREGEN WEALTH MANAGEMENT
CAREGEN WEALTH MANAGEMENT | CAREGEN WEALTH MANAGEMENT LLC
CRD#: 315313 / SEC#:
California
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Contact information
Main Address
1825 S. Grant Street Suite 200, San Mateo, CA 94402
Mailing Address
Phone number
(650) 288-3060
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 104 |
| AUM (Assets Under Management) | $ 57,506,054 |
Red Flags
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