Founded in 1994 by Richard Planto, ChFC, CLU, CLTC and Gene Roe, MSFS, CAP, ChFC, CLU, CLF, Planto Roe Financial Services is an independent financial advisory firm serving San Antonio and the surrounding area.
Planto Roe helps individuals, families and businesses achieve their financial goals and prepare for the unexpected. Our advisors’ varied experiences and diverse services allow us to provide a wide range of offerings to our clients.
At Planto Roe, our mission is to help clients achieve financial security, freedom and independence. We help people make conscious decisions about important issues.
We touch people’s lives in a highly meaningful way. We make a difference.