Joseph Rubinstein

President/CEO, *5 Star Wealth Manager *

Registered Investment Advisor (RIA®) at DSI Wealth Management, Inc. in West Covina, CA

About

Joseph N. Rubinstein, Registered Representative of H. Beck, Inc., has been an active professional in financial management since 1978 . He started his financial services career managing the assets of high net worth clients and middle market companies for various banks. After leaving the banking industry he joined the broker dealer DSI Wealth Management in 1987. With DSI he has practiced as an investor, a Personal Financial Consultant and Registered General Securities Principal. Joe appeared on local radio at the invitation of Robert Cardoza. Mr. Cardoza’s show is dedicated to assisting individuals who have investment, estate/ financial planning or retirement questions. It has been a privilege to provide investment and total planning services to the clients of DSI for the last 25 years. The firm is a dedicated team of professionals who start by asking questions, obtaining financial and estate goals and creating and implementing strategies.

Contact
(626) 238-0941
Address
1000 Lakes Drive Suite 420 in West Covina, CA 91790
Info
None specified

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Credentials

Licenses

Series 24
Series 65
Series 7

Background

Experience

President / CEO