Monroe Wealth Management
Contact for price
Service type
It’s free, with no obligation to book
Thumbtack Guarantee
If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
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
6 years in business
Business hours
SunClosedMon9:00 am - 5:00 pm
Payment methods
Ask this pro about their preferred payment method.
Services offered
Service type
Work location
I work remotely (phone or internet)
Reviews
Exceptional 5.0
29 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Read reviews that mention:
Past Customer
Jul 9, 2024
From Google
Glen is an absolute finance wizard. He's a rare mix of financial planner, tax specialist, and economist. He's very in tune with the global economy and helps to guide everything in your best interest while also understanding what you specifically want out of it. Could not recommend enough
Past Customer
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.
Past Customer
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.
Past Customer
Mar 14, 2024
From Google
Glen is an excellent financial advisor who stands out for his fee-only approach and client-centered service. He's friendly, responsive, and has been instrumental in helping me diversify my company stock and strategize investments to minimize taxes. Glen's willingness to discuss and brainstorm ensures I stay on track with my financial goals. Highly recommend his services for anyone seeking expert guidance and support.
Past Customer
Feb 29, 2024
From Google
Credentials
Background Check
Glen Monroe