Peter Ip, Cfp®, Ctfa
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Peter Ip, Cfp®, Ctfa Email & Phone Number

Senior Vice President and Relationship Manager at Mercer Advisors at Mercer Advisors
Location: Houston, Texas, United States 2 work roles 1 school
1 work email found @merceradvisors.com 1 phone found area 713 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email p****@merceradvisors.com
Direct phone (713) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Mercer Advisors
Role
Senior Vice President and Relationship Manager at Mercer Advisors
Location
Houston, Texas, United States
Company size
413 employees

Who is Peter Ip, Cfp®, Ctfa? Overview

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Quick answer

Peter Ip, Cfp®, Ctfa is listed as Senior Vice President and Relationship Manager at Mercer Advisors at Mercer Advisors, a with 413 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at merceradvisors.com, phone signal with area code 713, and a matched LinkedIn profile for Peter Ip, Cfp®, Ctfa.

Peter Ip, Cfp®, Ctfa previously worked as Senior Vice President and Relationship Manager at Mercer Advisors and Senior Vice President & Relationship Manager at Kanaly Trust, Lta. Peter Ip, Cfp®, Ctfa holds Bachelor Of Business Administration, Finance from University Of Houston.

Company email context

Email format at Mercer Advisors

This section adds company-level context without repeating Peter Ip, Cfp®, Ctfa's masked contact details.

*@merceradvisors.com
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AeroLeads found 1 current-domain work email signal for Peter Ip, Cfp®, Ctfa. Compare company email patterns before reaching out.

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Profile bio

About Peter Ip, Cfp®, Ctfa

Mercer Advisors is a comprehensive wealth management firm managing and advising over $15 billion of assets. We provide a wide array of investment management, financial and estate planning, and trustee services for the client families we serve. Our core values include a commitment to avoiding conflicts of interest, recognizing the importance of thoughtful planning to achieve long‐term goals, and understanding that the needs and requirements of families constantly change over time. For over 40 years, we have served as the trusted advisor for client families from one generation to the next. For more information, visit www.merceradvisors.com.

Current workplace

Peter Ip, Cfp®, Ctfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Mercer Advisors
Mercer Advisors
Senior Vice President and Relationship Manager at Mercer Advisors
denver, colorado, united states
Website
merceradvisors.com
Employees
413
AeroLeads page
Company profile
View company profile Email format
2 roles

Peter Ip, Cfp®, Ctfa work experience

A career timeline built from the work history available for this profile.

Senior Vice President And Relationship Manager

Current
Mercer Advisors

Houston, Texas

Jul 2016 - Present

Senior Vice President & Relationship Manager

Kanaly Trust, Lta
Mar 1988 - Jul 2016
Team & coworkers

Colleagues at Mercer Advisors

Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →

AR Andra Reason, Cpa, Cfp® Andra Reason, Cpa, Cfp® Colleague at Mercer AdvisorsAmes, Iowa, United States View → JB Jordyn Bunt, Mhr Jordyn Bunt, Mhr Colleague at Mercer AdvisorsHouston, Texas, United States View → BM Bob Munger Bob Munger Colleague at Mercer AdvisorsWalnut Creek, California, United States View → YJ Yasin Jaigirdar Yasin Jaigirdar Colleague at Mercer AdvisorsWashington Dc-Baltimore Area, United States View → JW Jake Wedemeyer, Cfp® Jake Wedemeyer, Cfp® Colleague at Mercer AdvisorsDallas-Fort Worth Metroplex, United States View → JD Joseph Daigle Joseph Daigle Colleague at Mercer AdvisorsNewark, Delaware, United States View → MH Monica Hernandez Monica Hernandez Colleague at Mercer AdvisorsHouston, Texas, United States View → TF Tim Forest Tim Forest Colleague at Mercer AdvisorsSan Francisco, California, United States View → JB Jefferson Bell Jefferson Bell Colleague at Mercer AdvisorsPowder Springs, Georgia, United States View → MC Matt Cook, Cfp®, Aep® Matt Cook, Cfp®, Aep® Colleague at Mercer AdvisorsSanta Barbara, California, United States View →
1 education record

Peter Ip, Cfp®, Ctfa education

FAQ

Frequently asked questions about Peter Ip, Cfp®, Ctfa

Quick answers generated from the profile data available on this page.

What company does Peter Ip, Cfp®, Ctfa work for?

Peter Ip, Cfp®, Ctfa works for Mercer Advisors.

What is Peter Ip, Cfp®, Ctfa's role at Mercer Advisors?

Peter Ip, Cfp®, Ctfa is listed as Senior Vice President and Relationship Manager at Mercer Advisors at Mercer Advisors.

What is Peter Ip, Cfp®, Ctfa's email address?

AeroLeads has found 1 work email signal at @merceradvisors.com for Peter Ip, Cfp®, Ctfa at Mercer Advisors.

What is Peter Ip, Cfp®, Ctfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 713 for Peter Ip, Cfp®, Ctfa at Mercer Advisors.

Where is Peter Ip, Cfp®, Ctfa based?

Peter Ip, Cfp®, Ctfa is based in Houston, Texas, United States while working with Mercer Advisors.

What companies has Peter Ip, Cfp®, Ctfa worked for?

Peter Ip, Cfp®, Ctfa has worked for Mercer Advisors and Kanaly Trust, Lta.

Who are Peter Ip, Cfp®, Ctfa's colleagues at Mercer Advisors?

Peter Ip, Cfp®, Ctfa's colleagues at Mercer Advisors include Andra Reason, Cpa, Cfp®, Jordyn Bunt, Mhr, Bob Munger, Yasin Jaigirdar, and Jake Wedemeyer, Cfp®.

How can I contact Peter Ip, Cfp®, Ctfa?

You can use AeroLeads to view verified contact signals for Peter Ip, Cfp®, Ctfa at Mercer Advisors, including work email, phone, and LinkedIn data when available.

What schools did Peter Ip, Cfp®, Ctfa attend?

Peter Ip, Cfp®, Ctfa holds Bachelor Of Business Administration, Finance from University Of Houston.

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