Robert J. Floe
Robert Floe is the president 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 clients. For Advisory clients, he also monitors investment performance to select the appropriate funds for their portfolios. Rob 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 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.
CA Insurance Lic. #0737870. Resident State CA.