Our Team

Advisory Team

Dr. Reuben K. Chen CFP, CLU, RFC

Principal, Founder & CEO

Investment Advisor Representative

CA Ins Lic. 0744325

Howard Cheng CPA

Financial Advisor

Investment Advisor Representative

CA Ins Lic. 0E31536

Kelly Fong

Financial Advisor

Investment Advisor Representative

CA Ins Lic. 0E37698

Client management Team

Miriam Miu

Director of Insurance Operations

CA Insurance Lic. 0F69004

Marcus Yang, CFA

Director of Investment Operations

Investment Advisor Representative

Dennis Shao

Director of Client Operations

Operation Team

Annie Chen

Director of Business Operations

Alan Leung

Director of Business Processing

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Wellspring Insurance Network dba Wellspring Global Insurance Solutions & Wellspring Consulting is independently owned and operated.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

Wellspring Insurance Network dba Wellspring Global Insurance Solutions is a Provisional Member of M Financial Group. Please go to mfin.com/disclosure for further details regarding this relationship.

Wellspring Consulting and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of California, Florida, Hawaii, Louisiana, Massachusetts, Nevada, New Jersey, New York, Oregon, Texas, and Washington. Residents of other states should consult with a local registered representative for securities products.

Check the background of your financial professional on FINRA’s FINRA/SIPC. Wellspring Insurance Network dba Wellspring Global Insurance Solutions & Wellspring Consulting is independently owned and operated.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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