Glen Monroe, CFP®, AAMS® Monroe Wealth Management LLC

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About Glen Monroe, CFP®, AAMS®, MS

Hi. I’m Glen Monroe and I started Monroe Wealth Management because I wanted to be able to work with clients whom traditional firms would typically turn away. My goal is to help all my clients create a balance between life and wealth. We will achieve this by assessing your current situation, including, assets, liabilities, cash flow, and work closely with you to identify and prioritize your goals. Then, we will develop a road map to help you consider your future options and optimize your financial security. Additionally, I will quarterback with your advisory team – accounts, attorneys, mortgage brokers, and bankers – to ensure seamless execution of your plan.

I’m a Certified Financial Planner (CFP®) whose 5 years of experience at Fidelity Investments and Charles Schwab helped home my investment skills as I found a passion for comprehensive planning. I also have a Masters Degree in Finance from New England College.

I’m a homegrown Californian who enjoys traveling the world, scuba diving, soccer, and playing chess.

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Ideal Clients

  • Gen Y/Millennials
  • Technology Professionals
  • Young Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $750/qtr
  • Flat Fee: $3000/engagement

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