Monroe Wealth Management
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Service type
Responds within a day
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About
Glen Monroe, CFP®
Free 30-minute introductory meeting with an experienced CERTIFIED FINANCIAL PLANNER™ professional.
We specialize in working with tech employees and small business owners. We can assist with budgeting, cash flow, investments, tax planning, estate planning, buy/sell transactions, significant life events, and more. We are a fee-only firm that charges $2,500 a quarter for both financial planning and investment management.
Overview
Serves San Francisco, CA
Background checked
1 employee
7 years in business
Business hours
SunClosedMon9:00 am - 5:00 pm
Payment methods
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Services offered
Service type
Work location
I work remotely (phone or internet)
Reviews
Exceptional 5.0
29 reviews
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Read reviews that mention:
Nelly L.
Feb 29, 2024
From Google
Kevin S.
Oct 25, 2022
From Google
I chose Glen after interviewing/meeting with 3 other financial advisors. I literally would've hired him immediately after the first meeting but I thought that my finances deserved diligence in finding the right person to manage my money.I'm 41 years old. I wanted to quit my job of 16 years to embark on a new career path - an entrepreneurial one - as well as working towards mastering my craft as a screenwriter and poker player.I had saved a decent amount of money and built up a little wealth in my 401K and needed the right person to help me manage that. Little did I know that his services also included helping me start up my own business. NICE! He also left his job to start his own business so I felt that he understood me.Out of all the advisors I spoke to, he was the only one that I got an authentic/genuine vibe from. That means a lot. Of course I want my advisor to be more qualified and financially intelligent than I am, but I also want him/her to be somebody that I trust and somebody that I feel cares about my future. Glen checks all those boxes.As for the details of his services and what they include, I recommend you reach out to him and schedule a meeting.I have no regrets so far in choosing Glen as my financial advisor.
Ryan A.
Jun 11, 2024
From Google
Glen has been wonderful to work with, we've been working with him for half a year or so now and I've already recommended him to several other people. He has a modern approach to advising where he treats his clients as people first and offers clear guidance and advice with actionable goals that are attainable and feel personalized. He's also been helpful in a lot of the tedious or overwhelming aspects of financial planning that have been issues in the past that now feel like accomplishments.
Erin D.
Jun 19, 2024
From Google
Glen is knowledgeable and personable and has been great to work with! My partner and I were looking for someone strategic and experienced to help maximize our current funds and help us reach our future goals and Glen has helped us do that. Glen took the time to really understand our background, small business, and finances, and created a plan that was doable and easy to stick with. I recommend working with Glen if youre looking for a more personalized approach to money management.
kim D.
Aug 4, 2022
From Google
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Glen Monroe