Reuben Chen Email & Phone Number
Founder and CEO, Chief Wealth Strategist @ Wellspring Financial Corporation
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Reuben Chen Location
- Milpitas, CA, US
Reuben Chen Work
- 2001 -now Founder and CEO, Chief Wealth Strategist @
- 2017 -now Associate @ Wellspring Global Consulting Limited
- 2011 -2015 CEO and President @ the Insurance GPS
- 2006 -2015 CEO and President @ ACA Life Distributors Inc
- 1988 -2001 Financial Planner @
Reuben Chen Education
- Cal State East Bay- College of Business & Economics 1986-1988
- John Carroll University 1982-1986
- Brush High School 1981-1982
- New Method College 1978-1981
- 1989
Reuben Chen Skills
- Pension Planning
- Strategic Financial Planning
- IRAs
- Medical Supplement Insurance
- Fixed Annuities
- Business Succession
- Education Funding
- Charitable Gifting
- Accounting
- Bonds
- Profit Sharing
- Marketing
- Employer Sponsored Life Insurance
- Project Management
- Long Term Care Insurance
- Employee Benefits
- Personal Tax Planning
- Cash Flow
- Debt Management
- Investment Strategies
- Strategy
- Securities Brokerage
- Variable Annuities
- Limited Partnerships
- Stocks
- Variable Life
- Group Health
- 401k
- Real Estate Strategies
- Whole Life
- Estate Planning
- Insurance
- Life Insurance
- Mutual Funds
- Money Management
- Critical Illness Insurance
- Retirement Planning
- Risk Management
- Project Planning
- Group Benefit Plans
- Estate Tax Planning
- Term Life Insurance
- Finance
- Universal Life
Reuben Chen Summary
- Reuben Chen, based in Milpitas, CA, US, is currently a Founder and CEO, Chief Wealth Strategist at Wellspring Financial Corporation. Reuben Chen brings experience from previous roles at Wellspring Global Consulting Limited, the Insurance GPS, ACA Life Distributors Inc and Lincoln Financial Advisors. Reuben Chen holds a 1986 - 1988 Cal State East Bay- College of Business & Economics. With a robust skill set that includes Pension Planning, Strategic Financial Planning, IRAs, Medical Supplement Insurance, Fixed Annuities and more. Reuben Chen has 2 emails and 2 mobile phone numbers on RocketReach.
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