Vista Q&A with Carolyn Masline
What drew you to wealth management?
A desire to help individuals make smart decisions regarding their wealth.
What do you enjoy most about wealth management?
Providing valuable, personalized advice and building long term relationships.
What do you feel is the biggest value Vista brings to its clients?
We put clients first and strive for best in class service, both part of our stated firm values.
Which quality makes you best suited to provide wealth management services?
My ability to understand financial principles and apply them to my client’s personal values and aspirations.
What professional accomplishments are you most proud of?
I’m proud of earning my MBA by attending school in the evenings while working for the Jet Propulsion Laboratory in Pasadena.
What do you love to do outside of work?
Taking trips with my husband to visit our three grown children in Scottsdale, San Diego, and Ann Arbor. I also enjoy attending the Sundance Film Festival with friends and skiing with my parents in Utah.
What personal accomplishments are you most proud of?
I’m proud that my husband and I have raised three great children. Also, serving as an active volunteer in several local youth-based organizations.
Carolyn brings over eight years’ experience in personal financial planning to Vista.
She provides high net worth clients with wealth management advice. Carolyn has received recognition for her commitment to providing outstanding service to clients and exceptional support to her fellow employees. She is also an active volunteer, having served on numerous boards in the Burlingame community.
Carolyn received an MBA from the University of Southern California and an undergraduate degree in Mathematics and Economics from the University of California, Santa Barbara. She is a CERTIFIED FINANCIAL PLANNER™ professional.BACK TO TEAM