CareGen Wealth Management Revenue

Financial Services • Burlingame, California, United States • 1-10 Employees

CareGen Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at CareGen Wealth Management

Carolyn Masline

President and Wealth Advisor

Company overview

Headquarters	1350 Old Bayshore Hwy, Suite 520, Burlingame, California 94010, US
Phone number	+120212025
Website	caregenwealth.com
NAICS	52
Keywords	Tax Planning, Asset Allocation, Retirement Planning, Financial Planning, Investment Management, Financial Goal Setting, Women And Wealth, Helping Clients Succeed
Founded	2021
Employees	1-10
Socials

CareGen Wealth Management Email Formats

CareGen Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@caregenwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@caregenwealth.com	100%

About CareGen Wealth Management

CareGen Wealth provides expertise and guidance to empower women to make better financial decisions for themselves and the people they care about. Fee-only advisory firm providing wealth management services and financial planning. Help clients gain clarity on their goals and establish a road map that we follow together to achieve those goals. Ensure clients understand the impact their financial decisions have on themselves and their families or communities both now and in the future. Apply an investment approach that is grounded in economic theory with a focus on long term outcomes. Present a framework to think about uncertainty and evaluate risks so decisions that seem overwhelming can become more manageable.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

CareGen Wealth Management has never raised funding before.

CareGen Wealth Management Tech Stack

Discover the technologies and tools that power CareGen Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

SiteGround

Hosting

Underscore.js

JavaScript libraries

Animate.css

UI frameworks

Elementor

Page builders

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Google Analytics

Analytics

Crocoblock JetElements

WordPress plugins

Frequently asked questions

CareGen Wealth Management is located in Burlingame, California, US.

You can reach CareGen Wealth Management at +120212025.

CareGen Wealth Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

CareGen Wealth Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

CareGen Wealth Management was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

CareGen Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CareGen Wealth Management

Carolyn Masline

President and Wealth Advisor

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