Meet your trainers

Sean Xin is a lead strategist and educator at Peace of Mind Wealth Management, specializing in wealth structuring, tax-efficient planning, and legacy design for high-net-worth families. With a core philosophy that "structure determines outcome," Sean translates complex financial tools—such as life insurance, annuities, trusts, and tax strategies—into clear, actionable solutions that help clients protect, grow, and transfer wealth efficiently. With a background spanning engineering and business, Sean brings a systems-thinking approach to long-term financial planning. His communication style is direct, structured, and outcome-focused, guiding clients to make confident, strategic decisions. He believes: Wealth is not just accumulated—it is intentionally designed. Legacy is not about how much you leave, but what you stand for.

Anna An is a client education specialist and content presenter at Peace of Mind Wealth Management, dedicated to making complex insurance and financial strategies simple, relatable, and actionable. She excels at translating technical concepts into real-life scenarios, helping families understand the true value of life insurance, retirement planning, and legacy strategies in a way that inspires clarity and confidence. With a strong background in communication and education, Anna's style is warm, approachable, and trust-building. She connects financial decisions to real human outcomes—family, security, and future possibilities. She believes: Great planning protects more than assets—it protects relationships. True peace of mind comes from clarity, confidence, and action.

Daniel Brooks leads the English-language wealth-planning program at Peace of Mind Wealth Management, specializing in retirement strategy, legacy planning, and high-net-worth solutions for English-speaking clients across the US. With a structured, outcome-focused approach, Daniel translates complex insurance and annuity products into clear, actionable strategies. He believes wealth outcomes are engineered through disciplined structure, not guessed at through market timing. He believes: Strategy beats luck every time. True peace of mind comes from a plan that survives any market.

Sophia Carter is the client-education voice for the English-language program at Peace of Mind Wealth Management. She translates the intricacies of life insurance, annuities, and retirement planning into relatable stories that families actually act on. With a warm, conversational teaching style, Sophia helps clients see the "why" behind each decision — turning financial planning from a chore into a conversation about the life they want to build and protect. She believes: Great planning starts with a great conversation. Confidence comes from clarity, and clarity comes from education.

Alan Wen is a rare kind of leader: an accomplished technologist, a serial entrepreneur, a licensed expert across finance and real estate, and a pastor. What ties it all together is one conviction: real wealth is measured not only in assets, but in peace of mind, strong families, and a legacy that lasts. His story begins with merit, not privilege. At sixteen, years ahead of his peers, Alan sat for the gaokao, China's notoriously demanding national college entrance examination and one of the most competitive academic gauntlets in the world. Competing head to head against students far older, he earned his place at the University of Science and Technology of China (USTC), one of the nation's four most elite universities and widely regarded as the Caltech of China for its rigor in science and engineering. There were no shortcuts. He won his spot on the same level playing field as everyone else, and he won it early. He then brought that same drive to the United States, earning a master's degree in computer science from Rensselaer Polytechnic Institute (RPI), one of America's oldest and most respected technological universities. From there, Alan stepped into the heart of Silicon Valley, holding leadership roles at Yahoo, Oracle, and Microsoft, three of the most influential companies of the internet era. Those years sharpened a mind that pairs an engineer's precision with an executive's command of the bigger picture. Most people would have stopped there. Alan was just getting started. He left the comfort of corporate life to build companies of his own, applying the discipline of a technologist and the vision of an entrepreneur across high technology, real estate, finance, insurance, and wealth and tax planning. Today, as founder, president, and principal agent of Peace of Mind Wealth Management, Alan holds licenses across every major line of insurance, life, health, property, and casualty, helping families build durable protection and lasting wealth. As founder, broker, and mortgage loan originator (NMLS MLO) of Golden Gate Realty and Finance, he guides clients through every step from buying a home to financing it. Few professionals hold this trifecta of insurance, real estate, and lending credentials, and it lets Alan solve problems most advisors can only see one piece of. A technologist at his core, Alan is now bringing artificial intelligence into finance and insurance, building AI-driven firms and automated systems that make traditionally slow industries faster, smarter, and more human. He is equally committed to building other leaders. He created the SEM01 seminar series and a 90-day Fast Track onboarding system to train and develop the next generation of professionals, and he founded LicenseWin, an online real estate licensing school, to open the door to these high-value careers for anyone willing to work for it. Beneath every venture lies the foundation of his faith. As founder and pastor of Faith and Joy Church, Alan leads from a deep belief that prosperity means little without peace, family, and purpose. In that same spirit, he established the Peace of Mind Foundation, the Reading Intelligence Foundation, and the Golden Gate Youth Foundation to give back to his community and invest in the next generation. From a gifted student in China to a Silicon Valley executive, from a serial entrepreneur to a pastor and mentor, Alan Wen is a bridge between East and West, technology and humanity, ambition and meaning. Fluent in both Chinese and English, he brings wisdom, expertise, and genuine care to a single mission: helping every family achieve financial freedom, peace of mind, and a legacy worth passing on.