Glen Monroe (AAMS, CFP)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs

Planning Specialties

Glen Monroe, CFP®, AAMS®, is founder of Monroe Wealth Management, a Fee-Only financial advisory firm. We specialize in financial life planning and investment management for Airline Pilots, Tech Industry Employees, and Millennials. 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

2342 Shattuck Ave Ste 897 Berkeley, CA 94704-1517 Phone: (858) 314-8493