Philip Peng
Senior Vice President
Philip Peng is a Senior Vice President at TSG, where he specializes in investment management and strategic wealth planning. Since entering the financial industry, Philip has combined his analytical skills with a deep commitment to helping clients navigate major life decisions with confidence. He takes pride in offering thoughtful, accessible guidance that empowers individuals, high-net-worth families, and business owners to achieve financial clarity. In addition to his work with private clients, a dedicated portion of Philip’s practice focuses on supporting non-profit organizations and managing their endowments.
Philip holds Series 7 and 66 registrations alongside multiple state insurance licenses. For his commitment to client success, he was recognized as part of a Forbes Best-in-State Wealth Management Team in 2025 and 2026. A graduate of UCLA Anderson School of Management, Philip’s educational background and diverse international experience—having lived in Asia and Southern California—shape his globally informed, client-centric approach.
Outside of work, Philip leads an active lifestyle that includes running and pursuing architectural design and home restoration as creative outlets. A passionate world traveler who seeks out immersive cultural experiences, he lives in Southern California with his wife.
CA Insurance License Number: 0M62287. Resident State: CA.
You may not know this about Philip Peng…
In third grade, Philip built a working model of the solar system to scale—a project that revealed his early passion for precision and systems thinking, qualities that continue to define his approach today.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). See full disclosure.