Glen Monroe, Cfp®

Glen Monroe, Cfp® Email and Phone Number

Financial Advisor • Fiduciary • Fee-Only @ Monroe Wealth Management
Glen Monroe, Cfp®'s Location
San Francisco, California, United States, United States
Glen Monroe, Cfp®'s Contact Details

Glen Monroe, Cfp® work email

Glen Monroe, Cfp® personal email

n/a
About Glen Monroe, Cfp®

Glen Monroe, CFP® is the founder of Monroe Wealth Management, a Fee-Only financial advisory firm who specialize working with Tech Employees. Although I'm based in San Francisco, California, I work with clients nationwide.Services include:IPO Event Planning (Pre and Post IPO)Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc.Concentrated Stock StrategiesCash Flow OptimizationReal Estate InvestingTax Mitigation StrategiesRetirement PlanningCollege and Education PlanningFamily PlanningPhilanthropyBehavioral Finance and Financial Wellness CoachingInvestment Management

Glen Monroe, Cfp®'s Current Company Details
Monroe Wealth Management

Monroe Wealth Management

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Financial Advisor • Fiduciary • Fee-Only
Glen Monroe, Cfp® Work Experience Details
  • Monroe Wealth Management
    Financial Advisor
    Monroe Wealth Management Apr 2019 - Present
    Berkeley, California, Us
    Monroe Wealth Management is a modern financial firm helping clients balance living life and building wealth. We specialize working with Technology Employees who are dealing with complex equity compensation decisions and planning. Visit monroewm.com to learn more about our services and who we work with.
    View
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Jun 2017 - Feb 2019
    Boston, Ma, Us
    The primary Financial Advisor for High Net Worth clients who held their assets at Fidelity. I supported these clients with investment advice and holistic financial planning.
    View
  • Charles Schwab
    Associate Financial Consultant
    Charles Schwab May 2015 - May 2017
    Westlake, Texas, Us
    A Financial Advisor for the Mass Affluent who held assets at Charles Schwab. I provided investment advice and holistic financial planning.
    View
  • Charles Schwab
    Financial Service Representative
    Charles Schwab Oct 2013 - Apr 2015
    Westlake, Texas, Us
    View

Glen Monroe, Cfp® Skills

Investments Financial Planning Retirement Planning Investment Strategies Financial Guidance Certified Financial Planner

Glen Monroe, Cfp® Education Details

  • New England College
    New England College
    Finance
  • California State University, Fullerton
    California State University, Fullerton
    Bachelor Of Arts - Ba

Frequently Asked Questions about Glen Monroe, Cfp®

What company does Glen Monroe, Cfp® work for?

Glen Monroe, Cfp® works for Monroe Wealth Management

What is Glen Monroe, Cfp®'s role at the current company?

Glen Monroe, Cfp®'s current role is Financial Advisor • Fiduciary • Fee-Only.

What is Glen Monroe, Cfp®'s email address?

Glen Monroe, Cfp®'s email address is gl****@****ail1.hc

What schools did Glen Monroe, Cfp® attend?

Glen Monroe, Cfp® attended New England College, California State University, Fullerton.

What skills is Glen Monroe, Cfp® known for?

Glen Monroe, Cfp® has skills like Investments, Financial Planning, Retirement Planning, Investment Strategies, Financial Guidance, Certified Financial Planner.

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