Helen Ruan - World Financial Group

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San Mateo, CA
Helen Ruan - World Financial Group

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I’m a financial educator on a mission to empower individuals and families with the knowledge and confidence to make informed financial decisions.

I help people understand their financial choices, plan for the future, spend with intention, and prepare for 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 the 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.

10/14/2026

Building a career doesn't have to mean putting your family, goals, or personal life on hold. You can start small, grow at your own pace, and explore new opportunities while balancing what matters most.

Sometimes, the first step is simply being open to new possibilities.
Feel free to reach out if you’d like to learn more!
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http://wsbcampaign.com/helenr
📧 [email protected]
🌐 financialprofessional.tfaconnects.com/xi-yan-ruan

10/02/2026

Financial confidence starts with understanding your options.

My goal is to help more families become informed, prepared, and empowered to make decisions that support their financial future.
Let’s keep the conversation going and make financial education accessible to more people.

Feel free to reach out if you’d like to learn more!
-
http://wsbcampaign.com/helenr
📧 [email protected]
🌐 financialprofessional.tfaconnects.com/xi-yan-ruan

09/25/2026

🌕 Happy Mid-Autumn Festival! 🏮

May this special season bring you and your loved ones together with joy, peace, and prosperity. May the full moon shine brightly upon your home and fill your hearts with happiness, gratitude, and beautiful moments shared with family and friends.

Wishing everyone a wonderful Mid-Autumn Festival filled with love, laughter, and togetherness!

中秋节快乐！愿月圆人团圆，幸福常相伴！🌕✨

09/23/2026

WSB Super Trip to Poland! 🇵🇱

A wonderful journey filled with new places, great experiences, good memories, and amazing people. Thank you to everyone who made this trip so special. Poland, you were unforgettable!

Until our next adventure!

09/17/2026

Life insurance isn’t just about having a policy. It’s about knowing what your coverage actually provides and whether it still fits your current needs.

Life changes, and your financial protection may need to change with it. Life Insurance Awareness Month is a good reminder to review, ask questions, and stay informed about the protection you have in place.

09/08/2026

A significant milestone for Transamerica’s Life Insurance business!

Reaching #5 in industry premium and #3 in policies sold is a strong reflection of continued innovation, investment, and commitment to serving more families.

Excited to see this momentum and the impact it can have in helping families build greater confidence in their financial future.

09/07/2026

Happy Labor Day! 💫

We celebrate the hard work that helps create opportunities, build financial confidence, and shape a lasting legacy for future generations.

Here’s to everyone who continues to work hard, dream big, and build for tomorrow.

09/04/2026

Life insurance is more than just a policy. It is about protecting the people you love and planning for the future.

This Life Insurance Awareness Month, let’s take a closer look at some common misconceptions and have more informed conversations about protection and financial planning.

Take a moment to learn the facts and see what may be right for you.

09/02/2026

𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝗶𝘀 𝗟𝗶𝗳𝗲 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗔𝘄𝗮𝗿𝗲𝗻𝗲𝘀𝘀 𝗠𝗼𝗻𝘁𝗵.

Life insurance isn’t just about preparing for the unexpected; it’s about protecting the people and dreams that matter most.

08/25/2026

Life can change in an instant, so having a solid financial plan matters.

A Financial Needs Analysis (FNA) can help you understand where you are today, identify potential gaps, and prepare for the unexpected.

Want to see how prepared you are? Contact me for a complimentary FNA and let’s start the conversation.

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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