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, tailored guidance that empowers individuals and families to achieve financial clarity and confidence.
He holds Series 7 and 66 registrations as well as an insurance license, and he was recognized as part of a Forbes Best-in-State Wealth Management Team in 2025. A graduate of UCLA Anderson School of Management, Philip’s educational background and diverse international experience—having lived in Hong Kong and Southern California—shape his globally informed, client-centric approach.
Outside of work, Philip enjoys traveling, particularly to Wakayama, Japan, and pursues home remodeling as a creative outlet. He’s an avid soccer fan and Barcelona supporter, and finds inspiration in both the art and strategy of the game. He currently lives in Southern California with his wife and daughter.
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.
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.