Cima® Tony Peng

Tony Peng is a accomplished financial advisor leading the Cathay Bank Wealth Management division in Chicago.

Having entered the financial industry in 2011, Tony's focus is on assisting families, corporate executives, and small business owners in preserving and enhancing their wealth.

Tony believes that financial planning entails more than monetary aspects; it involves understanding a client's values and objectives, thereby tailoring unique financial plans for each individual based on their specific needs such as income, growth, or protection.

Fluent in English and Mandarin Chinese, Tony holds FINRA Series 7 & 66 Registrations, and the Certified Investment Management Analyst® (CIMA®) designation, along with life and health insurance licenses in Illinois.

He pursued an Executive MBA at The University of Chicago Booth School of Business and completed his BA at Texas A&M University.

Tony's previous roles include Vice President of Wealth Management at HSBC, Financial Advisor at Cathay Bank, Financial Consultant at Wells Fargo Advisors, Financial Advisor at New England Financial (a Metlife Company), and Contract Analyst at The Advisory Board Company.