Peace of Mind Wealth Management
Marketing Services
2955 Campus Dr
4 employees
- Employees
- 4
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Peace of Mind Wealth Management Overview
- Headquarters
- 2955 Campus Dr
- Website
- peaceofmindwealthmanagement.com
- Industry
- Marketing Services
- Employees
- 4
- Founded
- 2019
- NAICS
-
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About Peace of Mind Wealth Management
Based in the USA and serving clients worldwide, Peace of Mind Wealth Management (POM) provides flexible and comprehensive professional asset management, along with a global mindset to identify and navigate risks. As the top agent appointed by major A-rated insurance companies in the USA, POM offers a one-stop financial planning and insurance service for the global Chinese community. Collaborating with renowned lawyers, accountants, and universities in the USA, POM provides professional wealth platform services, encompassing knowledge, information, and solutions, to protect overseas assets and support business development. POM boasts an experienced marketing and management team, coupled with advanced operational and training systems to provide comprehensive insurance and financial planning services, making it one of the most professional and trustworthy brands in Northern California's financial planning industry. POM is dedicated to becoming a leading international technology-based personal wealth management company, adhering to the philosophy of "technology leading finance, finance serving life", while exploring "wealth + scientific management". POM has provided innovative and comprehensive financial services to tens of thousands of high-net-worth clients globally, with carefully selected and rigorously monitored financial products from top-tier insurance companies in the USA. POM is committed to attention to detail, focus on service, and customer-first mentality, along with strength, stability, and keeping promises, which sets them apart.
Peace of Mind Wealth Management Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
- Phone contacts
- 1
- 50.0% coverage
Peace of Mind Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jason(xiaohui) Jia | Financial Representative - Looking |
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| Veronica Osmonov, Cfp® | Investment Advisor Representative | Westlake Village, California, United States |
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Phone
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