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This profile was last updated on 9/6/2016 and contains contributions from the  Zoominfo Community.

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Wrong Richard Planto?

Richard A. Planto

Owner

Planto Roe Financial Services Inc

HQ Phone:  (210) 477-7140

Direct Phone: (210) ***-****direct phone

Email: r***@***.com

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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.

Planto Roe Financial Services Inc

19230 Stonehue, Suite 4200

San Antonio, Texas,78258

United States

Company Description

At Planto Roe Financial Services we provide customized solutions to assist individuals and business owners in pursuing their financial goals. We offer a comprehensive line of products and services as well as diverse financial expertise and responsive service. ... more

Find other employees at this company (38)

Web References(16 Total References)


North Chamber of Commerce

www.northsachamber.com [cached]

Richard Planto
Richard Planto Planto Roe Financial Services, Inc.


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.


Welcome to the San Antonio Chapter

www.sac-sfsp.org [cached]

Richard A. Planto, CLU,ChFC,CLF
Planto Roe & Associates (210) 477-7145


texas.therightfinancialadvisor.com

Richard A. Planto, CLU, ChFC
Planto, Roe & Associates, Inc (210) 477-7140


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