Helen Ruan - World Financial Group

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.

๐Ÿš€ Only 23 days until G26!The excitement is building, and it starts even before Convention officially kicks off. Don't mi...
06/24/2026

๐Ÿš€ Only 23 days until G26!
The excitement is building, and it starts even before Convention officially kicks off. Don't miss the FREE G26 Preview Day workshops packed with valuable insights, practical strategies, and actionable takeaways to help you level up.
Registration is required, so be sure to secure your spot. Looking forward to learning, growing, and connecting with everyone at G26! ๐Ÿ”ฅ

Count me in! ๐Ÿ™ŒI've attended WFG Convention several times, and every year I leave with new ideas, renewed motivation, and...
06/18/2026

Count me in! ๐Ÿ™Œ

I've attended WFG Convention several times, and every year I leave with new ideas, renewed motivation, and unforgettable memories. Can't wait to see everyone at ! WFG LEGEND! ๐Ÿ†

Planning to attend this year? Share this post to let your network know you will be there.

Have you attended WFG Convention before? Tell us how many years youโ€™ve been!

๐Ÿ‘Ÿ: First time at Convention
๐Ÿ‘: Less than 10 Conventions
๐Ÿ†: WFG legend

More than 50% of Americans say they canโ€™t cover a $1,000 emergency expense, according to Bankrateโ€™s2025 Annual Emergency...
06/18/2026

More than 50% of Americans say they canโ€™t cover a $1,000 emergency expense, according to Bankrateโ€™s
2025 Annual Emergency Savings Report.

Rising costs make it harder than ever, but thatโ€™s exactly why
financial education matters. At WFG, weโ€™re helping families and agents build a stronger future โ€” together.

Curious about personal finance? Message me to learn simple financial concepts that can help you build a stronger financial future.
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http://wsbcampaign.com/helenr
๐Ÿ“ง [email protected]
๐ŸŒ financialprofessional.tfaconnects.com/xi-yan-ruan
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Understanding cash flow starts with awareness. Here are three steps that can help create a consistent practice of identi...
06/12/2026

Understanding cash flow starts with awareness.
Here are three steps that can help create a consistent practice of identifying where money is and where itโ€™s going.

๐Ÿ“ฒ Message me to learn simple financial concepts that can help you make informed decisions for your future.
-
http://wsbcampaign.com/helenr
๐Ÿ“ง [email protected]
๐ŸŒ financialprofessional.tfaconnects.com/xi-yan-ruan
-


source: https://tinyurl.com/3vhxbx64

Investing in a childโ€™s future starts with planning today. A 529 College Savings Plan can help families prepare for educa...
06/02/2026

Investing in a childโ€™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.

๐™Ž๐™ค๐™ข๐™š ๐™ค๐™› ๐™ฉ๐™๐™š ๐™—๐™ž๐™œ๐™œ๐™š๐™จ๐™ฉ ๐™ข๐™ค๐™ฃ๐™š๐™ฎ ๐™ก๐™š๐™จ๐™จ๐™ค๐™ฃ๐™จ ๐™–๐™ง๐™š ๐™ช๐™จ๐™ช๐™–๐™ก๐™ก๐™ฎ ๐™ก๐™š๐™–๐™ง๐™ฃ๐™š๐™™ ๐™ฉ๐™๐™š ๐™๐™–๐™ง๐™™ ๐™ฌ๐™–๐™ฎ. ๐™‰๐™ค๐™ฉ ๐™—๐™š๐™˜๐™–๐™ช๐™จ๐™š ๐™ฅ๐™š๐™ค๐™ฅ๐™ก๐™š ๐™–๐™ง๐™š๐™ฃโ€™๐™ฉ ๐™ฉ๐™ง๐™ฎ๐™ž๐™ฃ๐™œ โ€” ๐™—๐™ช๐™ฉ ๐™—๐™š๐™˜๐™–๐™ช๐™จ๐™š ๐™จ๐™ค๐™ข๐™š๐™ฉ...
05/13/2026

๐™Ž๐™ค๐™ข๐™š ๐™ค๐™› ๐™ฉ๐™๐™š ๐™—๐™ž๐™œ๐™œ๐™š๐™จ๐™ฉ ๐™ข๐™ค๐™ฃ๐™š๐™ฎ ๐™ก๐™š๐™จ๐™จ๐™ค๐™ฃ๐™จ ๐™–๐™ง๐™š ๐™ช๐™จ๐™ช๐™–๐™ก๐™ก๐™ฎ ๐™ก๐™š๐™–๐™ง๐™ฃ๐™š๐™™ ๐™ฉ๐™๐™š ๐™๐™–๐™ง๐™™ ๐™ฌ๐™–๐™ฎ. ๐™‰๐™ค๐™ฉ ๐™—๐™š๐™˜๐™–๐™ช๐™จ๐™š ๐™ฅ๐™š๐™ค๐™ฅ๐™ก๐™š ๐™–๐™ง๐™š๐™ฃโ€™๐™ฉ ๐™ฉ๐™ง๐™ฎ๐™ž๐™ฃ๐™œ โ€” ๐™—๐™ช๐™ฉ ๐™—๐™š๐™˜๐™–๐™ช๐™จ๐™š ๐™จ๐™ค๐™ข๐™š๐™ฉ๐™ž๐™ข๐™š๐™จ ๐™ฉ๐™๐™š๐™ฎ ๐™๐™–๐™ซ๐™š๐™ฃโ€™๐™ฉ ๐™—๐™š๐™š๐™ฃ ๐™ฉ๐™–๐™ช๐™œ๐™๐™ฉ.

Itโ€™s not too late to start doing things differently.

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

Send me a message today!
http://wsbcampaign.com/helenr
๐Ÿ“ง [email protected]
๐ŸŒ financialprofessional.tfaconnects.com/xi-yan-ruan
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"

source: https://tinyurl.com/yccdwff2

Celebrating incredible mothers whose love, strength, and sacrifices continue to inspire everyone around them. ๐ŸŒท๐Ÿ’–Their ki...
05/12/2026

Celebrating incredible mothers whose love, strength, and sacrifices continue to inspire everyone around them. ๐ŸŒท๐Ÿ’–

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 Motherโ€™s Day to all truly amazing moms out there!

People donโ€™t just want financial guidance โ€” they want connection. Dr. Joe Coughlin reminds us that clients are looking f...
05/11/2026

People donโ€™t just want financial guidance โ€” 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 โ€” today and in the years ahead.

Send me a message today!
http://wsbcampaign.com/helenr
๐Ÿ“ง [email protected]
๐ŸŒ financialprofessional.tfaconnects.com/xi-yan-ruan
-

"With half of Americans lacking financial literacy, the role of financial professionals has never been more important.  ...
04/29/2026

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

Dr. Joe Coughlinโ€™s insight highlights the opportunity to close that gap โ€” 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

๐—–๐—ผ๐—ป๐˜๐—ฎ๐—ฐ๐˜ ๐—บ๐—ฒ ๐˜๐—ผ๐—ฑ๐—ฎ๐˜† ๐˜๐—ผ ๐—น๐—ฒ๐—ฎ๐—ฟ๐—ป ๐—บ๐—ผ๐—ฟ๐—ฒ:
http://wsbcampaign.com/helenr
๐Ÿ“ง [email protected]
๐ŸŒ financialprofessional.tfaconnects.com/xi-yan-ruan
-

โ€œHope for the best, prepare for the worst.โ€ Itโ€™s a saying that takes on a new meaning when people depend on you. This Fi...
04/21/2026

โ€œHope for the best, prepare for the worst.โ€ Itโ€™s a saying that takes on a new meaning when people depend on you.

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

Plan today for a protected tomorrow.
-
http://wsbcampaign.com/helenr
๐Ÿ“ง [email protected]
๐ŸŒ financialprofessional.tfaconnects.com/xi-yan-ruan

Address

1810 Gateway Drive Suite 238
San Mateo, CA
94404

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