Peace of Mind Wealth Management
Company

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
Industry
Marketing Services
Employees
4
Founded
2019
NAICS
Advertising, Public Relations, and Related Services
Advertising Agencies
Media Buying Agencies

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 Contact
Jason(xiaohui) Jia Financial Representative - Looking
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Veronica Osmonov, Cfp® Investment Advisor Representative
Email Phone

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