Monroe Wealth Management

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  description: "Monroe Wealth Management is a San Francisco fiduciary advisory firm founded by Garrett Monroe, CFP®, specializing in comprehensive financial planning for tech industry professionals and entrepreneurs. As a fee-only advisor, Monroe provides conflict-free guidance on equity compensation, tax optimization, retirement planning, and investment management. With a 5.0-star rating from 39 Google reviews, the firm serves clients throughout the Bay Area with a personalized, technology-forward approach to wealth management.",
  url: "http://monroewm.com/",
  telephone: "+1-510-990-1803",
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  areaServed: "San Francisco, CA and the greater Bay Area (also serves clients nationwide via virtual meetings)",
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