About Us
Building Financial Futures with Trust and Expertise
Building Financial Futures with Trust and Expertise
Based in the USA with a global reach, Peace of Mind Wealth Management (POM) offers flexible and comprehensive asset management services. Guided by a proactive risk management approach, POM serves a wide range of clients worldwide. As a leading agent appointed by major A-rated insurance companies in the USA, POM provides tailored financial planning and insurance solutions designed to meet the unique needs of individuals, embracing diverse cultural backgrounds globally.
Our mission is to enhance the Financial Quotient (FQ) for families across the globe. We strive to empower every sales associate with the tools and resources they need to achieve financial freedom and independence.
Our vision is to become the leading insurance IMO in North America, with a global presence. We aspire to be the first IMO to go public in the United States, setting the benchmark for excellence in our industry.
Comprehensive resources and support to help you build a thriving financial services practice.
Access deep knowledge and specialized strategies for high-net-worth and complex financial planning cases.
Stay ahead with the latest technology, sales platforms, and ongoing training programs designed for success.
Grow your career with mentorship, licensing support, and continuous professional education opportunities.
Benefit from the wisdom and experience of industry veterans who guide you through every step of your journey.
Partner with major A-rated insurance carriers and offer a wide portfolio of best-in-class financial products.
Everything you need under one roof -- from product selection and case design to underwriting and back-office support.
Our leadership team brings together decades of experience across technology, healthcare, finance, and entrepreneurship.
Founder and President
Computer science degree from University of Science and Technology of China, master's from Rensselaer Polytechnic Institute. Former executive at Yahoo, Microsoft, and Oracle. Founded POM to bridge technology and financial services.
Global Vice President
Holds a pharmacy doctorate and is insurance licensed in 10 states. Brings healthcare industry expertise to financial planning.
Global Vice President
Background in IT, jewelry, and real estate. Brings diverse business expertise to financial services.
Vice President
Former college Chinese teacher, now an accomplished loan broker and insurance agent.
You run POM's system, POMS will run business for you!
With POM's system, we enable you to run your business with ease and efficiency. POMS is a state-of-the-art platform designed to streamline your operations, saving you time and resources.