Carolyn Masline

Carolyn Masline, CFP®


As an advisor at our Silicon Valley office, Carolyn advises high net worth individuals and has extensive experience with assisting clients with planning for transitions and planning for life’s unique financial decisions. She emphasizes the development of both short and long-term plans with investments to help meet personalized goals. Carolyn also proactively collaborates with her client’s other professional advisors.

Initially her career path started outside the financial world and after taking time out to start her family, Carolyn changed careers to financial advising based on a desire to use her analytical skills to help others in a meaningful, personal way. Carolyn has earned a MBA from the University of Southern California and a Bachelor’s Degree in Mathematics and Economics from UCSB. She is a CERTIFIED FINANCIAL PLANNER™ Professional and a member of the Financial Planning Association (FPA) of San Francisco.

Carolyn is dedicated to being a lifelong learner and continuously growing her professional and personal passions. She lives with her husband in Burlingame, California where they have both been active volunteers in their community, especially with the “three S’s” -- schools, sports, and scouts. They have three grown children living in Phoenix, Brooklyn, and San Francisco.