Wellspring Financial Corporation

Financial ServicesCalifornia, United States2-10 Employees

Wellspring Financial Corporation is a financial services firm based in San Jose, California, in the Silicon Valley region. It identifies as an Asian American financial planning practice supported by a small team of professionals, many holding credentials such as CFP, CLU, CPA, or MBA. The firm aims to blend research-driven guidance with an understanding of clients’ cultural backgrounds, seeking to deliver the comprehensive service associated with larger firms while preserving the personal attention typical of smaller practices.

Its service offerings span cash flow analysis and budgeting, tax planning and preparation, integrated financial planning with debt management, real estate strategies and estate planning, risk management through life and health insurance, investment and retirement income strategies, higher education funding, intergenerational gifting, and group benefit planning for small businesses. Securities and investment advisory services are provided through M Holdings Securities, Inc., a registered broker-dealer and investment adviser. Wellspring Insurance Network operates independently as Wellspring Global Insurance Solutions and Wellspring Consulting, with California Insurance License 0K53471, and a 2019 report notes the departure of the CFO and treasurer.

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