Dr. Reuben K. Chen CFP, CLU, RFC
Principal, Founder & CEO
Investment Advisor Representative
CA Ins Lic. 0744325
Dr. Reuben K. Chen is the Principal, Founder & CEO of Wellspring Consulting. He has more than 30 years of experience with integrated financial planning, asset management, real estate, retirement and estate planning, tax reduction and insurance strategies, as well as banking and mortgage lending.
As the Chief Wealth Strategist, Reuben’s clients include high-net-worth retirees, professionals, small business owners, corporate executives and non-profit institutions. Prior to forming Wellspring Consulting, Reuben was a Financial Advisor with Sagemark/Lincoln for 14 years and oversaw their Milpitas office for three years.
- Certified Financial Planner® (CFP)
- Chartered Life Underwriter (CLU)
- Registered Financial Consultant (RFC)
- California Life and Health Insurance license
- Certification for Long-Term Care® (CLTC)
- FINRA licenses 6, 7 and 66
In both business and life, Dr. Chen firmly believes in the philosophy of “balance.” He believes in maintaining a well-balanced life – and he extends this principle to his clients by incorporating life coaching with proactive financial planning and wealth strategies. Balance brings both wealth accumulation and happiness if life.
Received Platinum Award in Korea
presented by International Dragon Award
Proclamation from Jose Esteves, Milpitas Mayor
and declared September 18, 2007 as Dr. Reuben K. Chen Day
- Million Dollar Round Table: Lifetime Member / Top of the Table
- World Outstanding Chinese Award (2017)
- International Dragon Award: Platinum (11 years) / Gold (4 years)
Dr. Chen is not only dedicated to his practice, he’s also very active in his community. He recently founded the Silicon Valley Lions Foundation where he serves as Charter President. He is currently the Chairman of the Northern California Chapter of the Asian American Insurance Financial Professional Association (AAIFPA) and member of the Worldwide Chinese Life Insurance Congress, and Financial Planning Association (FPA). He also founded Shower of Blessing Evangelistic Ministry and the Chinese American Christian Business.
In recognition of his outstanding achievements and contributions to the community, in 2007, Mayor Jose Esteves from the City of Milpitas proclaimed September 18 to officially be “Dr. Reuben K. Chen Day.”
With his wealth of experience and international recognition as an industry leader, Dr. Chen has been featured in both local and national TV and radio shows, podcasts and financial publications around the world. He is a frequent speaker at industry and community events.
Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/membership/requirements/