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About Joe Rubinstein

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Joseph N. Rubinstein

President - Emeritus

joe@dsiwm.com

Joseph N. Rubinstein 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 DSI Wealth Management in 1987. With DSI he has practiced as an investor, a Personal Financial Consultant and Registered General Securities Principal. 

Joe attained a BS in business and an MBA in finance and accounting from Willamette University. As a resident of Upland, CA, he is very involved in the Inland Empire Business Community, the Rotary Club of Ontario,  the West End Executives’ Association and the Rancho Cucamonga Chamber of Commerce.  He has received numerous distinctions and citations in the financial services industry and for his community activities.

“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." - Joe

 

About Us

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626 919-3456
Fax: 626 919-6127
Toll Free: 800 365-7749

Email: dsiwm.info@divsecs.com 

1000 Lakes Dr. #420 , West Covina, California 91790

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Chad Beck and Joe Rubinstein are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Chad Beck | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0G06032. 

Joseph Rubinstein | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0A68771. 

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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