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 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.
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.
Having started his career in the financial services industry in 2007 at a large Variable Annuity Company, Chad learned a great deal about both the retail, as well as the wholesaling side of the securities business. During his time there, Chad soon realized he wanted to be on the retail side, working face to face with clients and building strong relationships while helping clients to plan for their futures. In 2009 Chad was instrumental in opening a satellite office for the largest regional firm on the West Coast in Santa Barbara, California as the Operations Manager. Before long, he transitioned into a sales role and it was there that he found his niche.
Chad joined DSI Wealth Management in 2011 holding his FINRA series 6, 63, 65 and 7 securities registrations, as well as a Life Insurance License. He is a personal Financial Advisor working with individuals and families to help them realize their long and short term financial goals. Chad completed his college education at the University of Colorado, Boulder, while majoring in Economics with a Business emphasis.
Chad’s message to clients
"The greatest satisfaction I get from my job is sitting with clients and learning their greatest fears and financial goals, and then implementing a plan that will help them know we have done the very best we can to help protect them, while helping them strive towards achieving those goals."
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA and SIPC. H. Beck, Inc and DSI Wealth Management are not affiliated. We currently have representatives registered to offer securities and licensed to sell insurance products in the States of AZ, CA, CO, FL, GA, HI, ID, IL, ME, MT, NE, NH, NJ, NV, NY, OK, PA, TN, TX, VA, and WA. This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction. The financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. California Insurance License Number: 0A68771