Our Team

Founder & CEO

Dr. Reuben K. Chen CFP, CLU, RFC

Principal, Founder & CEO

Chief Wealth Strategist

Investment Advisor Representative

CA Insurance License 0744325

Advisory Team

Marcus Yang, CFA

Director of Investment Operations

Wealth Strategist

Investment Advisor Representative

CA Insurance License 4123032

Howard Cheng CPA

Financial Advisor

Investment Advisor Representative

CA Insurance License 0E31536

Kelly Fong

Financial Advisor

Investment Advisor Representative

CA Insurance License 0E37698

Boone Yan, CFP, CPA

Wealth Advisor

Investment Advisor Representative

CA Insurance License 4004321

Client Management Team

Miriam Miu

Director of Insurance Operations

CA Insurance License 0F69004

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.

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.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Check the background of your financial professional on FINRA’s BrokerCheck.. 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.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

CA Insurance License # 0K53471

File # 4942293.1