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. He also monitors investment performance to select the appropriate funds for each client portfolio. 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 is currently on the national board for Heifer International Foundation. He recently traveled to Vietnam to observe firsthand the programs implemented by Heifer Vietnam. He also is a member of a donor group called “Partners for Change” which raises funds for Heifer International. Rob is a member of Pacific Council on International Policy and frequently attends conferences to obtain investment intelligence. 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.