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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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Victoria Ditmer

Director of Client Relations

626-304-9141

Victoria joined Floe Financial Partners in November of 2016. As Director of Client Relations for Floe Financial Partners, Victoria oversees the daily operations for the practice.

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Henrique Martins

Director of Client Relations

626-304-9141

henrique.martins@floefp.com

Henrique is the Director of Client Relations at Floe Financial Partners. He is responsible for providing support to Floe Financial Partners’ advisors with managing client operations and ensuring high-quality service. Henrique is...
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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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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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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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