Guiding Multigenerational Wealth for Women

Empowering women with financial means to more strategic financial decisions, for themselves and those they care about.

Making Your Finances and Your Wealth Work For You

PARTNERSHIP

We partner with women to provide comprehensive wealth management solutions. From investment management and detailed financial planning to coordination with your team of financial professionals, we’re partners in financial wellbeing through all of life’s transitions.

COMMUNICATION

Our clients seek empathy and expertise, careful listeners with insights, strategic financial perspectives and an understanding for their unique life situations. We’re reliable implementers, wise counsel and a sympathetic ear for more confident and informed financial decisions.

RESULTS

Curating the bewildering amount of financial information the world presents, we’re your discerning financial partner, clarifying and communicating at frequent touch points, listening and creating clarity in your financial situation for your generational wealth and your life’s evolution.

About Carolyn Masline

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®), a Certified Divorce Financial Analyst® professional (CDFA®) and also hold the Accredited Behavioral Finance Professional™️ (ABFP®) credential.

To promote the involvement and advancement of women in finance, I frequently offer my experience and insights to support women working as financial professionals. Through volunteering with the CFP® Board, NAPFA mentorship, at conferences and informally, I engage in collegial conversations and offer personal guidance to create confidence and support professional development. If you’re a woman actively working in or considering the financial services profession, schedule time with me for a conversation.