In over 15 years of serving as a financial advisor, Bob Coe has developed the skills and credentials that surpass basic investment planning. With a focus on fiduciary wealth management, Bob is attuned to his clients’ needs and builds holistic plans to help them realize their goals.

As wealth management has increased in complexity over the years, Bob has enjoyed helping simplify his clients’ lives so that they can focus on their families and careers with a little less worry about their finances. He specializes in generational wealth planning, portfolio management, comprehensive planning, fiduciary wealth management, and business retirement planning.

Bob’s educational background includes a BBA from University of Central Oklahoma, where he earned a scholarship for Jazz music, as well as an MBA from the Drucker School of Management, which included programs held at Oxford University and Cambridge University. He earned his Certified Portfolio Manager (CPM) designation from The School of Engineering at Columbia University.

Outside of work, Bob is a passionate member of his community and held three notable board positions: He was Chairman of L.A. SHARES; he served on the board of the Los Angeles House of Blues Foundation; and he was on the Alumni Board for the Drucker School of Management. He currently contributes to the Children’s Cancer Research Fund, the Pasadena Playhouse, and the California Institute of Technology. Bob is also an avid golfer and enjoys playing tennis with his wife, a former professional player.

Cameron Coe joined The Coe Group in 2017 to continue his father’s legacy: leading others to achieve their own American Dream. With over seven years of experience in the industry, Cameron focuses on the investment planning aspect of wealth management with an emphasis on client outreach.

Cameron’s educational background includes a B.A. in Psychology and Leadership from Pitzer College and The Kravis Leadership Institute. His experience in psychology allows him to better understand his clients’ needs while leading them toward their best possible financial futures.

Cameron lives in Pasadena, close to his hometown of Claremont. Away from the office, he is an avid automotive enthusiast, tennis player, golfer, and animal lover – having rescued a wide range of animals, including rabbits, lizards, fish, cats, and insects. In his spare time, he loves to hike and practice photography.

Cameron is also a proud Japanese American and active in helping preserve his family’s Nisei culture in the Southern California area.

Veronica Zamora holds a core belief that finances are about much more than money – she believes that people’s financial lives are a powerful tool for helping them reach their personal and professional goals. That’s why she approaches her work with empathy and develops trusted relationships with clients who work with The Coe Private Wealth Group of Wells Fargo Advisors.

In over 15 years of working in financial services, Veronica has found that she is at her best when she is serving others. Her favorite aspect of her work is listening to clients’ needs and concerns and helping them find solutions.

Born and raised in West Covina, Veronica remains active in her local community, especially in church activities and fundraisers.

Candace Coe recently graduated Summa Cum Laude from Marymount Manhattan College in New York City where she received her BFA in Musical Theatre. She is delighted to be working in the client service capacity with The Coe Private Wealth Group of Wells Fargo Advisors.

Since earning her degree, Candance is a current professional performer on the regional theatre circuit.