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Carolyn Ann Masline

Caregen Wealth Management

San Mateo, CA

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Current Employers
Caregen Wealth Management

1825 S. Grant Street Suite 200, San Mateo, CA 94402 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

1825 S. Grant Street Suite 200, San Mateo, CA 94402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vista Wealth Management, Llc San Francisco CA 02/2011 07/2018
Vista Wealth Management Group, Llc Palo Alto CA 08/2018 06/2019
Goldman Sachs Personal Financial Management, Llc Newport Beach CA 07/2019 06/2021
Caregen Wealth Management Llc San Mateo CA 07/2021 Present
  • 02/2011 → 07/2018
    Vista Wealth Management, Llc
    San Francisco, CA
  • 08/2018 → 06/2019
    Vista Wealth Management Group, Llc
    Palo Alto, CA
  • 07/2019 → 06/2021
    Goldman Sachs Personal Financial Management, Llc
    Newport Beach, CA
  • 07/2021 → Present
    Caregen Wealth Management Llc
    San Mateo, CA
Previous Registrations
  • 2019-08-01 → 2021-06-29
    United Capital Financial Advisors
    Los Altos, CA
  • 2018-08-14 → 2019-06-24
    Adero Partners, Llc
    Palo Alto, CA
  • 2011-04-20 → 2018-08-13
    Vista Wealth Management, Llc
    East Palo Alto, CA
    San Francisco, CA
  • 2010-04-26 → 2011-03-22
    Sensiba San Filippo Financial Advisers Llc
    San Mateo, CA
Designations
Other Names
  • Carolyn Paukstis
  • Carolyn A Masline

View on SEC IAPD

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Other Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY
ABIY FISSEHA
CHRISTIAN MICHAEL BRETZ
CHRISTOPHER JAMES CALL
CLAY DEAN WILLIAM STAFFORD
Jacob Daly

Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA

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