Peter Ip,
CFP®, CTFA

Client Advisor

Peter began his career in financial and trust services in 1986. He has been with Kanaly Trust since 1988. With his extensive knowledge and experience in wealth management, he actively engages in all aspects of financial planning and brings solutions to the table for the families he serves. He is a graduate of the University of Houston with a BBA in Finance, Peter also attended the Texas Regional Trust School at Southern Methodist University in Dallas, Texas, and the National Graduate Trust School at Northwestern University in Evanston, Illinois. Peter is a member of the Institute of Certified Financial Planners (ICFP), the Institute of Certified Bankers (ICB), Financial Planning Association – Houston Chapter (FPA), and the Houston Estate and Financial Forum (HEFF).

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