Reuben K. Chen,  CFP<sup>&reg;</sup> - Financial Advisor

Reuben K. Chen, CFP®

RFC

CEO

Wellspring Consulting

2635 N 1st St, Ste 201
San Jose, CA 95134-2041
FINANCIAL ADVISOR'S WEBSITE
(408) 435-1668

General

Reuben Chen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wellspring Consulting in San Jose, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Ph.d, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources