Carolyn Masline is a CFP-designated registered investment advisor at Caregen Wealth Management, based in San Mateo, CA, with 15 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 40 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable. A minimum annual fee of $10,000 may be implemented. Ongoing financial planning services are provided to clients as part of the investment management services fee.
Fee Estimator
Contact
Carolyn Masline
Location
1825 S. Grant Street, Suite 200, San Mateo, CA, 94402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Caregen Wealth Management
Previous Registrations
Goldman Sachs Personal Financial Management
Vista Wealth Management Group, LLC
Vista Wealth Management, LLC
Sensiba San Filippo Financial Advisers LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
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.