Glen Monroe
Advisor at Monroe Wealth Management LLC
Advisor at Monroe Wealth Management LLC
Credentials
CFP®
Firm
Monroe Wealth Management LLC
Location
San Francisco, CA 94111
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
AUM: 1.00%
Monroe Wealth Management
2018 - Present (8 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)