The International Association of Registered Financial Consultants (IARFC®) Board of Trustees welcomes Dr. Reuben K. Chen, RFC®, CFP®, CLU as its newest Trustee. He joins the current Board in providing leadership and innovative guidance to the Association as it charts itself as a “Growing Global Community”. Dr. Chen 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…
Yearly Archives: 2023
The International Association of Registered Financial Consultants (IARFC®) has released the Fall Issue of the Register, a national industry publication available online at www.iarfc.org and in print through subscription on the IARFC store. In this issue, articles discuss “Year End Accountability” and “Goal Setting” plus Association updates. Most exciting is the 40th Celebration & Conference to be held at the Biltmore Estate® in Asheville, NC April of 2024. Join us for this Association milestone by networking with peers while attending valuable practice building CE sessions – all within the exquisite setting that is Biltmore! Save the Date – more information…
Media Release – July 2023 The International Association of Registered Financial Consultants (IARFC®) US Chapter welcomes Mike Zaino, RFC® as its newest Board Director. Along with the entire Board, he will assume the leadership position – making decisions for the US Chapter. The International Association of Registered Financial Consultants (IARFC®) US Chapter welcomes Mike Zaino, RFC® as its newest Board Director. Along with the entire Board, he will assume the leadership position – making decisions for the US Chapter. As the current Founding Member and Managing Director of The Zaino Group LLC, he not only caters to his local market,…
The International Association of Registered Financial Consultants (IARFC®) announces the results of the recent election and the expansion of the Master Registered Financial Consultant (MRFC®) Certification Board. These MRFC credential holders will help set the policy of the MRFC Certification Program and maintain the credential as it continues to serve the IARFC Association. Robert D. Lawson, MRFC®, the current Board Chair, has been re-elected for a second term. With over 40 years of financial experience in securities and insurance, and in a professional capacity as a financial advisor, investment fiduciary, and managing principal, Lawson serves as the President of Barrington…
The International Association of Registered Financial Consultants (IARFC®) has released the Spring Issue of the Register, a national industry publication available online at www.iarfc.org and in print through subscription on the IARFC store. In this issue, are articles for “Client Education” and “How to Show Appreciation to your Clients” plus Association updates. David Kinder, RFC® of David Kinder Insurance and Financial Wealth Solutions is our Member Focus this month. As a veteran of the insurance and financial services industry, he has served the needs of American residents and business owners. Currently as a financial consultant with unconventional strategies, he helps…