Team

Robert  J. Floe

President, Financial Advisor

Robert Floe is the president and CEO of Floe Financial Partners. His primary role is investment strategist. He spends many hours each week studying the geo-political-economic events that could impact client portfolios. He also continually monitors investment performance to select the appropriate funds for each client portfolio. Rob regularly meets with clients to keep them updated on their portfolios, planning concerns and overall financial well-being.

Robert has been advising private clients, charitable organizations and companies since 1987. He has served on the advisory board to the president of Wells Fargo Advisors Financial Network. He has been a member of charitable boards in the community for the past 25 years. Rob is currently on the national board for Heifer International Foundation. He recently traveled to Vietnam to observe firsthand the programs implemented by Heifer Vietnam. He also is a member of a donor group called “Partners for Change” which raises funds for Heifer International. Rob is a member of Pacific Council on International Policy and frequently attends conferences to obtain investment intelligence. Rob graduated from Macalester College with honors, summa cum laude.

Rob’s hobbies include travel, snorkeling, fine dining, theatre, opera and classical music. He frequently attends spiritual retreats and does vocal performances.

 

 

Marjan Neyestani Khazra

 

Managing Partner, Financial Advisor

 

Marjan Neyestani Khazra is a Managing Partner with Floe Financial Partners, Inc. She has been a financial advisor since 1992. She began her career with American Express Financial Advisors and worked as an equity coordinator with Provident Mutual.

 

A native of Ohio, Marjan received a degree in History from The College of Wooster. She went on to earn her MBA from Thunderbird Garvin School of International Management.

 

Marjan works closely with clients in the various stages of investment planning and is responsible for compliance and legal issues for Floe Financial Partners, Inc.

 

 

 
 
Rakesh Patel 
 

Associate Financial Advisor

 

Rakesh is a Financial Advisor with Floe Financial Partners, Inc., and has an extensive background in financial research and analysis.

A native of Southern California, Rakesh received a dual degree in Economics and Sociology from The University of California, Los Angeles (UCLA).

Rakesh focuses on the areas of strategic investment management, asset allocation analysis and is responsible for client management for Floe Financial Partners, Inc.

 

 

Leslie Salazar 

Office Manager

Leslie has been with Floe Financial Partners since inception.  She is in charge of client reporting, trade executions, office management, human resources, and Robert Floe’s scheduling.

 

 

Victoria Ditmer

Administrative Assistant

 

Victoria joined Floe Financial Partners in November of 2016 and oversees all aspects of client account services, day to day operations, and helps maintain firm compliance. Her mission is to provide exceptional service to clients

She earned her Bachelor of Arts degree in the field of Sociology from the University of Southern California.

 

 

 

1Wells Fargo Advisors does not render legal or tax advice.