Welcome to Floe Financial Partners
Since 1987, Floe Financial Partners, Inc., has enabled individuals, families, charities and corporations to work toward their financial goals. We feel that we have built an outstanding team of advisors, support staff and related professionals. The financial consultants of Floe Financial Partners have been affiliated with Wells Fargo Advisors Financial Network sine June of 2012 and currently manage more than $228 million1
in client assets. Unlike traditional brokerage firms in which stockbrokers charge commissions to execute trades, we are fee-based asset managers who provide investment advice through our independent advisory practice.
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. If you have any questions, please call us at (626) 304-9141. We look forward to talking with you.
Total AUM per the WFA Practice Profile as of January 31, 2019