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Our Team

Robert J. Floe

President

626-304-9141

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 for advisory...

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Marjan Neyestani Khazra

Managing Partner

626-304-9141

Marjan Neyestani Khazra is the 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...

 

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Anthony Minero

Director of Research and Reporting

626-304-9141

Anthony is focused on operational improvement and growth strategies that are in line with the future vision of the organization. As an experienced strategy and business development...

 

 

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Victoria Ditmer

Operations Manager

626-304-9141

Victoria joined Floe Financial Partners in November of 2016. As Operations Manager of Floe Financial Partners, Victoria oversees the daily operations for the practice. Her responsibilities include managing client account services,...

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Kimber Norquest

Sr. Administrative Assistant

Kimber has worked in several industries with both Fortune 500 companies and small businesses. The U.S. Holocaust Memorial Museum, Coca-Cola Fountain and Watson Design Group are just a few of the organizations she has brought her...
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Sam Kempner

Operations Associate

626-304-9141

Sam joined Floe Financial Partners in 2019. He is responsible for all aspects of administrative support, day to day operations, and event coordination. Sam is your first point of contact when calling our office and will help ensure you...

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Jackie Ambroso

Branch Operations Support

Jackie joined Floe Financial Partners in June of 2012 and worked as a Client Services Associate for 3 years. In 2015, she became the Executive Assistant to firm president Robert Floe.Now Jackie is working in both capacities, providing...
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