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
As a Client Services Associate at Monroe Wealth Management, I am dedicated to delivering a high level of service and support to our clients. I bring more than 17 years of customer and client service experience, beginning my career in retail banking with Wells Fargo, where I spent 12 years developing expertise in banking operations, client relationships, and compliance. I later transitioned to wealth management, supporting advisors and clients at Wells Fargo Advisors in San Diego and Stifel in Carlsbad, California.
Originally from Phoenix, Arizona, I now live in Palm Springs with my fiancé, Todd, and our three fur babies. Outside of work, I enjoy running, staying active at the gym, attending music festivals, and spending time with family and friends.
