Joseph N. Rubinstein has been a professional in financial management since 1978 with Lockheed Corp., Wells Fargo Bank, Home Federal Savings & Loan and 1st Interstate Bank. After completing a Bachelors degree in business and a graduate degree in finance and accounting from Williamette University, he began his career in International Finance for Lockheed’s Commercial Aircraft program. He then spent the majority of his time in banking, managing assets for high net worth individuals and “Middle Market Companies.” Joe has been associated with Diversified Investors Agency both as an investor and Personal Financial Consultant and Registered General Securities Principal since 1985.
As a resident of Upland, CA, Joe is very involved in the Inland Empire Business Community and is a member of the Ontario Rotary Club, San Antonio Community Hospital Corporate 2000 Council, The West End Executives’ Association, and The Rancho Cucamonga Chamber of Commerce. Joe is a member of the Board of Directors and Treasurer of The Chaffey College Foundation. He has received numerous distinctions and citations in the financial services industry as well as local communities.
“I consider it a privilege to work with my clients and consider my role one of being able to identify, define, and assist in achieving client goals and objectives. My thrust has been dedication, quality professional service, and a commitment to clients’ profitability. I believe in quality, professional management, diversification, and time as key ingredients to an investor’s success. I am firmly committed to investing in the international business arena and am dedicated to creating longer term capital appreciation, while providing tax-advantage, safety, estate planning, and an income stream when it is needed. With rapidly changing economic variables such as interest rates, inflation, global events, tax law changes, market fluctuations, etc., it is imperative that we best utilize your resources without placing capital at undue risk.”
Diversified Investors Agency, Inc.
West Covina Branch
1000 Lakes Drive, Suite 420
West Covina, CA 91790
(626) 919-3456 | (800) 365-7749 | Fax (626) 919-6127