Planto Roe in the News 

• March 2008 - San Antonio Business Journal names Planto Roe the 2nd largest financial planning and advisory firm in San Antonio
• Correction: our total number of local staff was mistakenly listed as 32 instead of 11.
• "Attracting Women" featuring Liz Gum San Antonio Business Journal - March 14, 2008
• "Roe's Drive for Success Keeps Him on Course"The Torch Winter 2008
• "A Beautiful Senior Love Story with a Tragic, Avoidable Ending" by Cyndi Blackmon The Torch Fall 2007
• "Former Voice of Spurs Now Talks Money" featuring Jay Howard San Antonio Express-News Tuesday, June 19, 2007

Upcoming Events

• Thursday, April 30, 2009, Roy Adams Webcast - Focusing on Estate Planning Issues Good for continuing education credits for CLE, CPA, CTFA and CFP® This is a free seminar - Contact Us for more information or if you would like to attend. Other dates: September 14, 2009