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Financial Guidance
for Multigenerational Wealth

We 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

We 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

Our 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

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

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.