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This profile was last updated on 8/19/2016 and contains contributions from the  Zoominfo Community.

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Wrong Richard Planto?

Richard A. Planto

Sales Manager and Agent

Businessmen's Assurance Company of America

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Businessmen's Assurance Company of America

Background Information

Employment History

Owner

Planto Roe Financial Services Inc


Affiliations

Temple Beth-El

Advisor


San Antonio Jewish Federation

Board Member


North San Antonio Chamber of Commerce

Board Member


Any Baby Can Inc

Board Member


JCC

Chief Volunteer Officer


Education

Trinity University


Web References(22 Total References)


Richard A. Planto, CLTC, CLU, ChFC | Planto Roe Financial Services, Inc.

www.plantoroe.com [cached]

Richard A. Planto, CLTC, CLU, ChFC
Richard A. Planto, CLTC, CLU, ChFC Richard A. Planto, CLTC, CLU, ChFC President, Financial Advisor Phone: (210) 477-7145 Richard A. Planto is the President and one of the two founders of Planto Roe Financial Services, Inc. As President, Richard is highly involved in every aspect of the business, particularly attracting and retaining new advisors, opening up new markets, and developing strategic alliances for the firm. Richard's experience in the financial services industry exceeds three decades. From 1979 to 1983, he helped build Businessmen's Assurance Company of America as a Sales Manager and Agent, and eventually as the General Manager. As the youngest GM ever hired by the company at the time, Richard helped grow the practice by increasing firm efforts in recruiting, training, and improvements to productivity. Between 1987 and 1994, Richard worked for Connecticut Mutual, eventually as a Vice President at their corporate headquarters in Hartford. In 1994, Richard Planto and Gene Roe started Planto Roe Financial Services, Inc., a comprehensive financial services firm committed to helping clients attain long term financial success. Born and raised in San Antonio, Richard is an alumnus of Trinity University. He is involved with several community organizations such as Any Baby Can, the Alamo Heights Rotary Club, The Jewish Community Center and others. Richard and his wife, Sara, have two kids - Rebekah and Sam.


Richard A. Planto : Planto Roe Financial Services

www.plantoroe.com [cached]

Richard A. Planto
Richard Planto 3 Phone: (210) 477-7145 richard.planto@plantoroe.com Richard A. Planto, CLTC, CLU, CLF, ChFC President, Financial Advisor Richard A. Planto is the President and one of the two founders of Planto Roe Financial Services, Inc. As President, Richard is highly involved in every aspect of the business, particularly attracting and retaining new advisors, opening up new markets, and developing strategic alliances for the firm. Richard's experience in the financial services industry exceeds three decades. From 1979 to 1983, he helped build Businessmen's Assurance Company of America as a Sales Manager and Agent, and eventually as the General Manager. As the youngest GM ever hired by the company at the time, Richard helped grow the practice by increasing firm efforts in recruiting, training, and improvements to productivity. Between 1987 and 1994, Richard worked for Connecticut Mutual, eventually as a Vice President at their corporate headquarters in Hartford. In 1994, Richard Planto and Gene Roe started Planto Roe Financial Services, Inc., a comprehensive financial services firm committed to helping clients attain long term financial success. Born and raised in San Antonio, Richard is an alumnus of Trinity University. He is involved with several community organizations such as Any Baby Can, the Alamo Heights Rotary Club, The Jewish Community Center and others. Richard and his wife, Sara, have two kids - Rebekah and Sam.


www.plantoroe.com

Richard A. Planto, CLTC, CLU, CLF, ChFC
Richard A. Planto, CLTC, CLU, CLF, ChFC President Financial Advisor Phone:(210) 477-7145 E-mail:richard.planto@plantoroe.com Richard A. Planto is the President and one of the two founders of Planto Roe Financial Services, Inc. As President, Richard is highly involved in every aspect of the business, particularly attracting and retaining new advisors, opening up new markets, and developing strategic alliances for the firm. Richard's experience in the financial services industry exceeds three decades. From 1979 to 1983, he helped build Businessmen's Assurance Company of America as a Sales Manager and Agent, and eventually as the General Manager. As the youngest GM ever hired by the company at the time, Richard helped grow the practice by increasing firm efforts in recruiting, training, and improvements to productivity. Between 1987 and 1994, Richard worked for Connecticut Mutual, eventually as a Vice President at their corporate headquarters in Hartford. In 1994, Richard Planto and Gene Roe started Planto Roe Financial Services, Inc., a comprehensive financial services firm committed to helping clients attain long term financial success. Born and raised in San Antonio, Richard is an alumnus of Trinity University. He is involved with several community organizations such as Any Baby Can, the Alamo Heights Rotary Club, The Jewish Community Center and others. He is currently serving on the Board of the San Antonio Jewish Federation. Richard and his wife, Sara, have two kids - Rebekah, who returned to San Antonio after graduating from NYU, and Sam, a graduate of the University of Indiana.


Richard A. Planto, CLTC, CLU, CLF, ChFC : Planto Roe Financial Services, Inc.

www.plantoroe.com [cached]

Richard A. Planto, CLTC, CLU, CLF, ChFC
Richard A. Planto, CLTC, CLU, CLF, ChFC President Richard A. Planto is the President and one of the two founders of Planto Roe Financial Services, Inc. As President, Richard is highly involved in every aspect of the business, particularly attracting and retaining new advisors, opening up new markets, and developing strategic alliances for the firm. Richard's experience in the financial services industry exceeds three decades. From 1979 to 1983, he helped build Businessmen's Assurance Company of America as a Sales Manager and Agent, and eventually as the General Manager. As the youngest GM ever hired by the company at the time, Richard helped grow the practice by increasing firm efforts in recruiting, training, and improvements to productivity. Between 1987 and 1994, Richard worked for Connecticut Mutual, eventually as a Vice President at their corporate headquarters in Hartford. In 1994, Richard Planto and Gene Roe started Planto Roe Financial Services, Inc., a comprehensive financial services firm committed to helping clients attain long term financial success. Born and raised in San Antonio, Richard is an alumnus of Trinity University. He is involved with several community organizations such as Any Baby Can, the Alamo Heights Rotary Club, the San Antonio Hispanic Chamber and others. He is currently the Chairman of the Board of the Jewish Community Center, and is the Chair of the financial committee at Temple Beth-El. Richard and his wife, Sara, have two kids - Rebekah, who recently returned to San Antonio after graduating from NYU, and Sam, a freshman at the University of Indiana.


Certification For Long-Term Care

ltc-cltc.com [cached]

Mr.Richard A. Planto, CLTC


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