Glen Monroe (CFP)

Glen Monroe focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

Glen Monroe, CFP®, is founder of Monroe Wealth Management, a Fee-Only financial advisory firm. We specialize in financial life planning and investment management for Tech Industry Employees. Although we are based in Berkeley, California, we work with clients nationwide.

Glen Monroe is a Certified Financial Planner (CFP®) whose 5 years of experience at Fidelity Investments and Charles Schwab helped hone his investment skills before he found his passion in comprehensive planning. Glen has a Master’s degree in Finance from New England College.

NAPFA Start Date

July 12, 2019


This Office

1160 Battery St Ste 100 San Francisco, CA 94111 Phone: (510) 990-1803