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
