Reuben Chen Email & Phone Number
Founder and CEO, Chief Wealth Strategist @ Wellspring Financial Corporation
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Reuben Chen Location
- Milpitas, CA, US
Reuben Chen Work
- Founder and CEO, Chief Wealth Strategist @ (June 2001 - Present)
- Associate @ Wellspring Global Consulting Limited (March 2017 - Present)
- CEO and President @ the Insurance GPS (January 2011 - October 2015)
- CEO and President @ ACA Life Distributors Inc (April 2006 - October 2015)
- Financial Planner @ (September 1988 - June 2001)
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
- IARFC
Registered Financial Consultant (RFC)
2005 - American College
Chartered Life Underwriter (CLU)
2002 - California
Long Term Care Certificate
2002 - General Securities Representative
Series 7
1997 - California
California Life and Health Insurance License
1996 - American College
Certified Financial Planner (CFP®)
1994 - Uniform Securities Agent State Law
Series 63
1991 - Investment Company Products/Variable Contracts Representative
Series 6
1989
Reuben Chen Skills
- 401k
- Bonds
- Business Succession
- Cash Flow
- Charitable Gifting
- Critical Illness Insurance
- Debt Management
- Education Funding
- Employee Benefits
- Employer Sponsored Life Insurance
- Estate Planning
- Estate Tax Planning
- Finance
- Fixed Annuities
- Group Benefit Plans
- Group Health
- IRAs
- Insurance
- Investment Strategies
- Life Insurance
- Limited Partnerships
- Long Term Care Insurance
- Medical Supplement Insurance
- Money Management
- Mutual Funds
- Pension Planning
- Personal Tax Planning
- Profit Sharing
- Real Estate Strategies
- Retirement Planning
- Risk Management
- Securities Brokerage
- Stocks
- Strategic Financial Planning
- Term Life Insurance
- Universal Life
- Variable Annuities
- Variable Life
- Whole Life
- Accounting
- Marketing
- Project Management
- Strategy
- Project Planning
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 401k, Bonds, Business Succession, Cash Flow, Charitable Gifting and more. Reuben Chen has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Reuben Chen?
Find contact details for 700 million professionals.
Others Named Reuben Chen
Reuben Chen
Partner
Palo Alto, CA, US
Reuben Chen
Medical Doctor
Torrance, CA, US
Reuben Chen
Head of Marketing
Singapore
Reuben Chen
Physician
Southlake, TX, US
Reuben Chen
CDG Fintech PR Intern
New Territories, Hong Kong
Top Wellspring Financial Corporation Employees
Reuben Chen
Founder and CEO, Chief Wealth Strategist
Milpitas, CA, US
Miriam Miu
Director of Insurance Operations
San Jose, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co