Carolyn Masline is a CFP-designated registered investment advisor at Caregen Wealth Management, based in San Mateo, CA, with 16 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 8 more. Their firm serves 51 clients with $110M 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% |
| $10M+ | 0.60% |
Fees are calculated using a blended rate schedule and are negotiable for accounts over $10,000,000. There is a minimum annual fee of $10,000.
Fee Estimator
Contact
Carolyn Masline
Location
1825 S. Grant Street, Suite 200, San Mateo, CA, 94402
Get directionsHistory
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.
More Advisors
- Alana Mag, CFANorthside Capital Management LLC
- Abbott Keller, CFAKestrel Investment Management CORP
- Mira Ma, CFPMarim Wealth Planning
- Tom O'brien, CFP, ChFCVantage Wealth Management, LLC
- Paul Roach, CFPRoach Investment Services
- Erin Mccloskey, CFPOsaic Wealth, INC.