Charles E Roe
Our Services
Personal Planning Services
* Comprehensive Financial Planning
* Income Protection
* Retirement Planning
* College Funding
* Estate Planning
* Asset Allocation
* Asset Management
Employee Benefit Planning
* 401(k)s
* PST
* SEPP
* Simple IRAs
* Financial Planning Seminars & Workshops
* Group Major Medical
* Group Dental
* Group Life and Disability Insurance
* Benefit Communication & Summary Statements
Mutual Funds
* Money Market
* Corporate Cash Accounts
* Government Securities Funds
* Corporate Bond Funds
* Balanced Funds
* International Funds
* Growth/Equity Funds
* Sector/Specialized Funds
* Tax-Exempt Funds
Business Planning Services
* Business Succession Plans
* Key Employee Insurance
* Deferred Compensation Plans
* Salary Continuation Plans
* Split Dollar Plans
* Executive Bonus Plans
Life Insurance
* Adjustable Life
* Variable Adjustable Life
* Whole Life
* Term Life
* Survivorship Life
Annuities
* Deferred Annuities
* Immediate Annuities
Disability Protection
* Individual Disability Insurance
* Long Term Health Care
Individual Retirement Accounts
* Traditional IRA
* Roth IRA
* Education IRA
Stock and Bond Brokerage Services
* Listed Securities
* Over-the-Counter Issues
* Corporate Bonds
* Government Bonds and Treasury Bills
* Municipal Bonds
* Certificate of Deposit
Variable Annuities and Life Insurance
Accredited Estate Planner - National Association of Estate Planners & Councils
Charles E Roe
Planto Roe Financial Services
19230 Stone Hue #4200
San Antonio TX 78258
Tel: 210 477-7147
Fax: 210 477-7162
Tel: gene.roe@plantoroe.com
As the CEO of Planto Roe Financial Services, Inc., Charles E. “Gene†Roe provides leadership in regards to strategic planning and execution of the firm’s long term vision. Gene oversees the development of new advisors, provides guidance on client service, and ensures that the firm is utilizing the latest industry technology.
As well as leadership duties within the firm, Gene continues to service and grow his relationships with his personal clients. He considers it a privilege to be allowed to assist in the achievements of their dreams and passions. In order to better serve his clients, Gene has earned several professional designations such as Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF).
A former professional golfer, Gene played the PGA Tour as well as others between 1981 and 1985. He remains an avid golfer and is an active member of the Sonterra Golf Club. Gene is a vocal supporter of his alma mater, Texas State University, an active member of Coker United Methodist Church, and is currently pursuing a Masters in Christian Leadership at Asbury Seminary. Gene and his wife, Tami, reside in San Antonio with their daughters, Catherine and Melanie.
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