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Financial Guidance
for Multigenerational Wealth

I provide expertise and guidance to empower women to make better financial decisions for themselves and the people they care about.

Finances should be working for you and enabling your life.

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PARTNERSHIP

I partner with you to provide comprehensive wealth management including on-going investment management, in-depth financial planning, and coordination with your other financial professionals.

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COMMUNICATION

My clients are looking for a good listener, knowledgeable financial strategist, reliable implementor, and a wise counselor to help them confidently make financial decisions.

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RESULTS

I provide frequent touch points and curate a bewildering amount of information the world may be presenting to enable wise financial decision-making.

About Carolyn

I am a Wealth Advisor and Founder of CareGen Wealth Management, LLC. Prior to starting my own firm, I was a Vice President with Goldman Sachs, Personal Financial Management in their Silicon Valley, California office. I have worked in financial services since 2006 following an earlier career working in the aerospace industry. I’m a CERTIFIED FINANCIAL PLANNER ™️ professional (CFP®️) and also hold the Accredited Behavioral Finance Professional ™️ (ABFP ™️) credential.