Glen Monroe, CFP®

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Specialties

  • H.E.N.R.Ys (High Earners, Not Rich Yet)

  • Employee Stock Options

  • Tech Sector Employees

 

 

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About Glen


Company

Monroe Wealth Management

Bio

Hi, I’m Glen, and I'm the President of Monroe Wealth Management which is a modern financial firm helping clients balance living life and building wealth. As a Financial Planning and Investment firm for H.E.N.R.Y,s [High Earners, Not rich Yet], I'm on a mission to educate and empower clients who are largely ignored by traditional firms. Focusing on high earners, I prioritize education and building a game plan through my signature service, the Wealth Plan. The Wealth Plan is a multi-week engagement during which clients are shown how to be smarter with their money and provide a game plan to put them on track for their small and big financial goals. I help my clients save for the future without compromising their lifestyle today. I am a fiduciary, which means my incentives are always aligned with my clients. I'm eager to usher in a new era of what it means to be money savvy.

I’m a Certified Financial Planner (CFP®) whose 6 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.

 

Address

Virtual Only

Phone

(510) 800-1564

Website

monroewm.com

 

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Contact Glen