Planto Roe Financial Services is now Symmetry Financial Solutions! Founded in 1994 by Richard Planto, ChFC, CLU, CLTC and Gene Roe, MSFS, CAP, ChFC, CLU, we are an independent financial advisory firm serving San Antonio and the surrounding area. In 2017, ownership changed to Richard Planto and Dave Bavero and with that came the evolution of our new name and new brand.
Symmetry 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 Symmetry, 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.