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Peng Z
Series 65
Los Angeles, CA
Sagewater Wealth Management LLC
Peng Zhang is a financial advisor with Sagewater Wealth Management LLC in Los Angeles, holding a Series 65 designation and one year of industry experience. Prior to joining Sagewater, he has been employed at Google Inc. since 2006. Sagewater Wealth Management LLC provides discretionary portfolio management through separately managed accounts to individuals, high-net-worth clients, retirement accounts, trusts, and small businesses. The firm employs a concentrated, value-oriented investment approach focused on long-term ownership and margin-of-safety discipline, offering performance-based fee arrangements and the use of options and derivatives for income or risk management.
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