Meet the Team
Glen Monroe
President & Financial Advisor
I founded Monroe Wealth Management in 2019 after a career in the brokerage world. As President and Chief Investment Officer, I lead the financial planning team and bring over a decade of experience in wealth management to every client relationship. I’ve held my CFP® designation since 2016 and also have a master’s degree in finance.
That expertise translates directly to our clients' bottom line, through strategies that unwind concentrated stock positions from RSUs, minimize Alternative Minimum Tax (AMT) exposure, and maximize returns and minimize taxes around a liquidity event or IPO.
Outside of work, you can find me exploring the restaurants of San Francisco, traveling to my next scuba diving destination, or at Kezar pub watching a Liverpool game.
Zachary Flores
Client Services Specialist
Zach brings over 10 years of financial services experience to Monroe Wealth Management, including more than seven years supporting independent RIAs. He began his career in retail banking, progressing from teller to service manager, before discovering his true calling in the operations side of wealth management. Since making that transition, he has supported advisors through complex practice moves and developed deep familiarity with Charles Schwab's custodial platform.
