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 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.
“I am honored to be elected to the IARFC Board of Trustees,” commented Chen. “It’s important to give back to a profession that has allowed me the opportunity to influence the financial futures of others. By helping the Association serve its members, I feel privileged in sharing my experience and knowledge. My hope is they can benefit from the roads I have traveled.”
Chen’s personal journey supports his decision to join the Board. As a Chinese-American descendant from Hong Kong, who has resided in the USA for more than 40 years, he has earned his education in America and has been in the Financial Industry for over 35 years. During this time, he has furthered his education and knowledge by acquiring RFC®, CFP®, CLU, & Ph.D. credentials. He also has 12 state insurance licenses, and Series 7, 63, and 65. He has mentored and trained hundreds of apprentices in the USA and abroad, including in Hong Kong, China, and Taiwan. From these experiences, he has gathered a broad knowledge of the underlying motivations behind both agents and advisors.
“Much like his philosophy to maintain a well-balanced life and help others reach their goals, we look to Dr. Chen to bring a positive and encouraging point of view to our Trustees who look to create a dynamic, future while building on the solid foundation of the IARFC past,” commented IARFC Trustee Chair, Barry L. Dayley, MRFC®. “I celebrate his longevity as a member (since 2005) and welcome him as a valued addition to our Board.”
For more information on the IARFC visit www.iarfc.org. Questions on membership and inquiries on serving the Association through volunteer roles can be directed to Susan Cappa, Trustee Board Liaison at susan@iarfc.org.
