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 Symmetry Financial Solutions. 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. Today Symmetry Financial Solutions (formerly Planto Roe) is one of the largest firms that offers financial planning, advisory services, and financial products in San Antonio and the surrounding area.

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.

Registered Representative, Investment Advisor Representative, Securites America, Inc.

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