Glen Monroe

Advisor at Monroe Wealth Management Llc

Credentials

CFP®

Firm

Monroe Wealth Management Llc

Location

San Francisco, CA 94111

About

Monroe Wealth Management is a financial planning firm that specializes with tech employees and business owners. Services include: IPO Event Planning (Pre and Post IPO) Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc. Concentrated Stock Strategies Cash Flow Optimization Real Estate Investing Tax Mitigation Strategies Retirement Planning College and Education Planning Family Planning Philanthropy Behavioral Finance and Financial Wellness Coaching Investment Management

Expertise

Liquidity event planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Executive Founder/Business Owner Technology Professional

Demographic focus

Gen Y/Millennials (Born 1980-1995)

Fee options

AUM: 1.00%

Work history

Monroe Wealth Management

2018 - Present (7 years)

Fidelity Personal and Workplace Advisors

2018 - 2019 (1 year)

FIDELITY Brokerage Services LLC

2017 - 2019 (2 years)

Charles Schwab bank

2015 - 2017 (2 years)

Charles schwab & Co., inc.

2013 - 2017 (4 years)

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