Carolyn Ann Masline
Investment adviser representative at Caregen Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$109.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Caregen Wealth Management LLCJul 2021 to now
- Goldman Sachs Personal Financial Management, LLCJul 2019 to Jun 2021
- Vista Wealth Management Group, LLCAug 2018 to Jun 2019
- Vista Wealth Management, LLCFeb 2011 to Jul 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Caregen Wealth Management
Legal name: Caregen Wealth Management LLC
$109.9MAssets managed
51Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5166131
- Firm CRD
- 315313