Dr. Reuben K. Chen, CFP®, CLU, RFC®

(408) 435-1668

Dr. Reuben K. Chen, CFP®, CLU, RFC® has close to 35 years of experience in his wealth strategies practice. He is the founder, CEO, and President of Wellspring Consulting, the Silicon Valley Member Firm of M Financial Group.

The focus and experience of his practice encompasses the areas of retirement and estate planning,
wealth management programs, business succession planning and tax reduction strategies to build, preserve, enjoy, and transfer that wealth for his clients. He serves as the Family office for retirees, professionals, small and mid-sized business owners, corporate executives, high-net-worth families, real estate investors, and family foundations throughout California and a few other states. His philosophy is to maintain a well-balanced life and to help individuals to realize their dreams by incorporating life coaching and business consulting with active fee-based financial and estate positioning strategies.
Over the years, he has been a featured speaker for many professional associations, Chamber of Commerce, churches, radio shows, and TV shows. 

As a Trustee Board Director “I can bring my experience from decades of work, all scopes of life, and my cross-cultural experience to increase membership in the USA and abroad. I will also raise the awareness of the association to a higher status and broader way.”… Dr. Reuben Chen, RFC®, CFP®, CLU.

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