Richard Planto

last updated 3/27/2018

Richard A. Planto

Owner at Planto Roe Financial Services Inc

Location:
19230 Stonehue, San Antonio, Texas, United States
HQ Phone:
(210) 477-7140

General Information

Experience

Chairman - Jewish Community Center

Sales Manager and Agent - Businessmen's Assurance Company of America

Education

Trinity University

Affiliations

Advisor - Temple Beth-El

Board Member - North San Antonio Chamber of Commerce

Board Member - San Antonio Jewish Federation

Board Member - Baby Can San Antonio Inc

Chief Volunteer Officer - Barshop JCC

Recent News  

North Chamber of Commerce

Richard Planto
Richard Planto Planto Roe Financial Services, Inc.

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

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.

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Certification For Long-Term Care

Mr.Richard A. Planto, CLTC

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