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This profile was last updated on 5/19/14  and contains information from public web pages and contributions from the ZoomInfo community.

Richard A. Planto

Wrong Richard A. Planto?

President and Chief Marketing Off...

Planto Roe Financial Services Inc
19230 Stonehue Suite 4200
San Antonio, Texas 78258
United States

Company Description: Planto Roe Financial Services is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Trinity University
18 Total References
Web References
Richard A. ...
www.plantoroe.com, 19 May 2014 [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.
Richard A. Planto ...
www.beth-elsa.org, 16 Sept 2013 [cached]
Richard A. Planto
Richard A. Planto, CLTC, CLU, CLF, ChFC : Planto Roe Financial Services, Inc.
www.plantoroe.com, 1 Sept 2012 [cached]
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.
Any Baby Can - San Antonio
www.anybabycansa.org, 8 Aug 2005 [cached]
Richard A. Planto
North Chamber of Commerce
www.northsachamber.com, 10 Dec 2009 [cached]
Richard Planto
...
Richard Planto Planto Roe Financial Services, Inc.
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