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 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
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 pursue 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.
"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."
Estevan began his financial services career in 1998 as associate at Pacific Investment Managements Company within PIMCO’s trade management team. Prior to joining DSI Wealth Management he worked at Wells Fargo as an internal wholesaler team lead where he supervised a team and provided nationwide technical support to financial advisors using Wells Fargo’s electronic annuity processing platform. Estevan also worked as an equity trader for WaMu Investments/JP Morgan Chase where he executed various equity transactions (stocks, ETFs, mutual funds, UITs, options, etc.) for retail clients, institutional clients, and financial advisors. Estevan graduated Cum Laude majoring in Finance at California State University of Fullerton receiving a Bachelor of Arts degree in Business Administration. He holds the FINRA Series 7, Series 66 and California Life Insurance License. Estevan is also fluent in Spanish. In his spare time he enjoys volunteering as coach, and he has had the privilege to coach both his daughter and his son in soccer, softball, and baseball.
Mon Fuentes joined DSI Wealth Management in November 2013 with over 18 years of experience in the financial services industry. She was previously the Brokerage Services Supervisor with another Broker/Dealer for 11 years prior to joining DSI Wealth Management. As the Operations Manager, she is responsible for ensuring that the firm runs smoothly and efficiently in relation to administrative, finance, marketing, operations and human resource related functions. She obtained her Bachelor of Arts degree in Sociology from the University of California, Santa Barbara. In her spare time, she enjoys traveling and camping with her husband and their three children.
Vicky joined the DSI team in January of 2018 after an 8-year career as a licensed real estate agent with Coldwell Banker. With years of experience in marketing and client relations, she decided to shift her focus toward the financial industry and has brought her expertise to her administrative position at DSI. Vicky hopes to continue learning the business and eventually obtain her securities registration, while still maintaining her real estate license. She is originally from Argentina but moved to Los Angeles at the young age of 7 and has lived here ever since. She now lives in West Covina with her husband and loves traveling, reading, and spending time with family.
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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