Richard Sharp, CLTC

Richard Sharp, CLTC

Financial Advisor
Registered Representative

Phone: (210) 477-7155
E-mail:

As a financial advisor of Planto Roe Financial Services, Inc., Richard Sharp can be the person who helps provide a strategy for the financial wellbeing of you and your family.

For individuals or families, Richard offers comprehensive financial services related to:

• Retirement
• College funding
• Personal life insurance
• Disability insurance
• Estate planning, wills, trusts*

Richard Sharp is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc., and has been a financial advisor with Planto Roe Financial Services for 13 years. He holds a bachelor of business administration from Texas State University.

Richard is married and has three children. He is a deacon at Northside Church of Christ. In his spare time, he enjoys golf and coaching his kids’ sports team


*This information should not be taken as tax and/or legal advice. Please consult your own tax and/or legal advisor regarding your own situation.