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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

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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

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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

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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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Sam Kempner

Operations Associate

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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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