Joseph Rubinstein

About Joseph Rubinstein

Please contact our firm directly at: 18•••••••49 or 62••••••56 and find out how we…

Experience

1. President & CEO

   Dsi Wealth Management Group, Inc

   Jan 2005 — Present

   Your financial success is as much about the journey as the destination. That\'s why our entire team in the Los Angeles area is here to provide Total Wealth Management and long-term strategic advice that works with you to help you reach your destination,while working to reduce risk and maintain your lifestyle all along the way. Our mission is to provide clients with current and creative investment, estate and financial planning strategies that enable informed decisions while planning for the road ahead. Please contact our firm to find out how we can work together towards achieving your financial goals at: 18•••••••49 or 62••••••56 and visit us online at: About Us: DSI Wealth Management brings you a team of financial professionals committed to helping you achieve your financial goals through strategic retirement planning, wealth management and financial coaching. DSI Wealth Management has access to experienced colleagues inside and outside our firm and will incorporate the insights of your other trusted advisors to identify the most appropriate decisions for your personal situation. Conversations are key: We are committed to communication—up front and throughout our work together. Our objective planning advice is based on a thorough knowledge of you, your goals and your comfort with different investment products and styles. Only then can we guide you through the broad range of options available and help you discover the investments that may best meet your unique needs. Our personalized attention to individual needs and investment styles has helped us to achieve client retention for client relationships greater than five years.*There are risks involved in investing, including loss of principal. Investments will fluctuate and may be worth more or less than when originally purchased.**Securities and Investment Advisory Services offered through H. Beck, Inc, Member FINRA and SIPC.

Skills

• Fixed Income
• Management
• Equities
• Personal Financial Planning
• Investment Management
• Investment Strategies
• Disability Insurance
• Bonds
• Life Insurance
• Strategic Planning
• Etfs
• Wealth Management Services
• Risk Management
• Finance
• Investments
• Insurance
• Estate Planning
• Long-Term Care
• 401k
• Mutual Funds
• Small Business
• Asset Allocation
• Series 63
• Retirement Planning
• Strategic Financial Planning
• Retirement
• Series 7
• Wealth Accumulation
• Investment Advisory
• Alternative Investments
• Finra
• Series 6
• Financial Planners
• Fixed Annuities
• Financial Markets
• Financial Analysis
• Certified Financial Planner
• Series 65
• Financial Advisory
• Customer Service