Meet Us Steve Kanaly

Looking back, some of my fondest memories are of skiing and spending time with my family at our home in Snowmass, Colorado. The Kanaly family has spent vacations there for many years. It is a home my father was very proud of and where my mother continues to escape the Texas heat every summer.

Family time was so important to my father and he taught my brothers and me the importance of sharing that time together. I will always be grateful for that gift. 

Speaking of family, I joined Kanaly in 1976, soon after my father started the company.  I knew that I would enjoy the newfound opportunity to interact with clients, face to face, regarding their financial needs.

Every day is different which allows me the ability to continue my love of learning and teaching. I am able to apply those passions on a daily basis in my role today as Vice Chairman of Kanaly Trust.

I continue to stay on top of opportunities through my professional involvement and leadership roles.   I am a Certified Financial Planner™, a Certified Trust and Financial Advisor (CTFA) as well as a Certified IRA Service Professional (CISP). 

Along with being a member of the Society of Fiduciary Advisors (SFA), I am involved with the Houston Estate and Financial Forum (HEFF) and the Houston Business and Estate Planning Council (HBEPC).  I am also a member of the Association of Independent Trust Companies (AITCO) and the Financial Planning Association (FPA).

I was also executive committee member and Chairman of the Board of the National Association of Personal Financial Advisors (NAPFA). I am a NAPFA Registered Financial Advisor and a registered Player Financial Advisor for the National Football League Players Association (NFLPA) .  

I have been named by Worth Magazine as one of the nation’s top financial advisors and also to the list of best financial advisors for doctors by Medical Economics. 

Kanaly is truly a trailblazer – where the rest of the industry is trying be today, Kanaly has been for over 30 years.  We’ve created history for the industry and it is my personal goal to ensure that we are adding value to your life – a value that is unmatched.

I want our company to be of value to you and help you with your financial goals.  Let’s talk!