Susan J. Travis,  CFP<sup>&reg;</sup> - Financial Advisor

Susan J. Travis, CFP®

Kanaly Trust, LTA

5555 San Felipe St, Ste 200
Houston, TX 77056-2760
(713) 561-9370


Susan Travis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kanaly Trust, LTA in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - CTFA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Buying a Home, Career Change, Asset Allocation, Investment Management, Disaster Recovery, Estate Planning, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Women's Finances


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