Financial Partners

Robert  J. Floe

President, Financial Advisor

Robert Floe graduated from Macalester College with honors, summa cum laude.  He has been advising private clients, charitable organizations, and companies since 1987.  He began his career with American Express Financial Advisors. He is currently affiliated with Wells Fargo Advisors Financial Network.  He has been ranked among the Top 75 Independent Advisors in the nation by Registered Rep Magazine 2007-2008, 2010*.  He currently oversees over $350 million in assets **. He founded his practice in 1987 with the goal of helping private clients to successfully achieve financial independence. His team strives to provide a very high level of service to each client. Robert spends many hours each week studying the global economy. He also frequently attends conferences worldwide offered by economists, analysts, fund managers, central bankers  and academicians. The goal of this extensive study is to provide current  and fully informed advice to clients .

*Rankings based on assets under management for independent broker/dealer reps only. The ranking is not indicative of past or future investment performance.

**as of July 31, 2016 according to WFA Practice Profile Report.

 
 

Kenneth A. Sanchez

Vice President, Financial Advisor

Kenneth A. Sanchez is Vice President of Floe Financial Partners, Inc. He has worked in the financial advisory industry since 1994, and has served as a financial advisor since 1997.  Floe Financial Partners became associated with Wells Fargo Advisors Financial Network in 2012.

 

A native of Southern California, Kenneth earned his MBA from Pepperdine University, holds a B.S. in management, and completed extensive postgraduate studies in China as well as Eastern Europe.

 

Kenneth is a frequent speaker for non-profit organizations in Southern California on such topics as financial planning and strategic investment  management. Kenneth logs extensive flight time as a Private Pilot.

 

 

 

Lee S. Wolfe

 

Managing Partner, Financial Advisor

 

Lee S. Wolfe is a Managing Partner with Floe Financial Partners, Inc. He began his career with Cigna Financial Advisors in 1995. Floe Financial Partners became associated with Wells Fargo Advisors Financial Network in 2012.

 

A native of Southern California, Lee holds a degree  in Economics from San Diego State University. Prior to becoming a financial advisor, Lee worked in the home office of LPL Financial. Lee focuses on the areas of insurance, estate investment strategies and investment planning.

 

 

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 closes with clients in the varies stages of investment planning and is responsible for compliance and legal issues for Floe Financial Partners, Inc.

.

 

 

 

 

 

 

 

 

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