Helen Ruan - World Financial Group

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Helen Ruan - World Financial Group

I'm a financial educator on a mission to educate families and individuals on financial literacy.

I am here to build leaders and help them to build their own business. I'm a financial educator, on a mission to educate families and individuals on financial literacy. This includes the ability to understand financial choices, plan for the future, spend wisely and manage the challenges that come with life events such as job loss, saving for retirement or a child's education. I'm contributing to th

e growth and expansion of the WFG marketing team by training and developing financial professionals - so more families will make better financial choices as better informed consumers. My team and our many clients are enjoying the benefits of enhanced financial literacy.

06/02/2026

Investing in a child’s future starts with planning today. A 529 College Savings Plan can help families prepare for education expenses while building long-term financial discipline. Small, consistent contributions can make a meaningful difference over time.

05/13/2026

𝙎𝙤𝙢𝙚 𝙤𝙛 𝙩𝙝𝙚 𝙗𝙞𝙜𝙜𝙚𝙨𝙩 𝙢𝙤𝙣𝙚𝙮 𝙡𝙚𝙨𝙨𝙤𝙣𝙨 𝙖𝙧𝙚 𝙪𝙨𝙪𝙖𝙡𝙡𝙮 𝙡𝙚𝙖𝙧𝙣𝙚𝙙 𝙩𝙝𝙚 𝙝𝙖𝙧𝙙 𝙬𝙖𝙮. 𝙉𝙤𝙩 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙥𝙚𝙤𝙥𝙡𝙚 𝙖𝙧𝙚𝙣’𝙩 𝙩𝙧𝙮𝙞𝙣𝙜 — 𝙗𝙪𝙩 𝙗𝙚𝙘𝙖𝙪𝙨𝙚 𝙨𝙤𝙢𝙚𝙩𝙞𝙢𝙚𝙨 𝙩𝙝𝙚𝙮 𝙝𝙖𝙫𝙚𝙣’𝙩 𝙗𝙚𝙚𝙣 𝙩𝙖𝙪𝙜𝙝𝙩.

It’s not too late to start doing things differently.

No matter where you are right now, small, consistent choices can still shift your direction—one decision at a time.

Send me a message today!
http://wsbcampaign.com/helenr
📧 [email protected]
🌐 financialprofessional.tfaconnects.com/xi-yan-ruan
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source: https://tinyurl.com/yccdwff2

05/12/2026

Celebrating incredible mothers whose love, strength, and sacrifices continue to inspire everyone around them. 🌷💖

Their kindness creates a home filled with warmth, their patience brings comfort, and their unwavering love holds the family together through every season of life.

This is a reminder of how deeply appreciated and cherished they are. Happy Mother’s Day to all truly amazing moms out there!

05/11/2026

People don’t just want financial guidance — they want connection. Dr. Joe Coughlin reminds us that clients are looking for someone who understands them and helps them feel confident in every step of their financial journey.

We believe that meaningful, personal guidance is essential to helping people live their best lives — today and in the years ahead.

Send me a message today!
http://wsbcampaign.com/helenr
📧 [email protected]
🌐 financialprofessional.tfaconnects.com/xi-yan-ruan
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04/29/2026

"With half of Americans lacking financial literacy, the role of financial professionals has never been more important.

Dr. Joe Coughlin’s insight highlights the opportunity to close that gap — empowering clients from Main Street America and beyond with clarity, confidence, and the tools they need to live their best lives." https://tinyurl.com/294pcknp

𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗺𝗲 𝘁𝗼𝗱𝗮𝘆 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲:
http://wsbcampaign.com/helenr
📧 [email protected]
🌐 financialprofessional.tfaconnects.com/xi-yan-ruan
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04/21/2026

“Hope for the best, prepare for the worst.” It’s a saying that takes on a new meaning when people depend on you.

This Financial Literacy Month, it’s important to consider how life insurance may help in the unexpected and support loved ones over time.

Plan today for a protected tomorrow.
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http://wsbcampaign.com/helenr
📧 [email protected]
🌐 financialprofessional.tfaconnects.com/xi-yan-ruan

04/14/2026

Grateful to be part of something bigger than just numbers. Over 3 million lives reached, 3 million futures impacted, and this is only the beginning.

Financial education isn’t just information, it’s transformation. It’s giving people clarity, confidence, and control over their future.

Here’s to continuing the mission, reaching more families, and creating lasting change.

04/08/2026

Small steps today lead to big savings tomorrow. Take control of your finances this America Saves Week!

04/08/2026

𝗔𝗣𝗥𝗜𝗟 𝗜𝗦 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗟𝗜𝗧𝗘𝗥𝗔𝗖𝗬 𝗠𝗢𝗡𝗧𝗛!

Join us today for a FREE workshop just in time for Financial Literacy Month. Learn how to take control of your money, build smarter strategies, and create a stronger financial future. Don’t miss it!

Sign up through the QR code or message me today. Start your financial literacy journey now.

http://wsbcampaign.com/helenr
📧 [email protected]
🌐 financialprofessional.tfaconnects.com/xi-yan-ruan
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04/03/2026

Happy National 403(b) Day! Consistent saving today helps you live your best life tomorrow. Whether you're working in the healthcare, education, or not-for-profit industries, we're here to help Main Street Americans build the retirement security they deserve. Let's work together to turn your retirement dreams into reality.

Send me a message today!
http://wsbcampaign.com/helenr
📧 [email protected]
🌐 financialprofessional.tfaconnects.com/xi-yan-ruan
-

Address

1810 Gateway Drive Suite 238
San Mateo, CA
94404

Telephone

+16506854500

Website

http://wsbcampaign.com/helenr, https://financialprofessional.tfaconnects.com/xi-yan-ruan

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