Joe Rubinstein

Biography

Joe Rubinstein is a highly skilled financial advisor with over three decades of experience guiding individuals and families through the complexities of investing. Known for his client-first approach, Joe builds lasting relationships by delivering personalized financial strategies rooted in education, transparency, and trust. His mission is to empower clients with the knowledge and confidence to make sound financial decisions that support their long-term goals.

Joe launched his career at Dean Witter, later expanding his experience at Smith Barney and Paine Webber, where he collaborated with established teams and deepened his industry insight. Since 2004, he has served as an independent investment consultant with Wedbush Securities, offering clients tailored solutions with a high level of flexibility and personal attention.

Originally from Los Angeles, Joe earned his Bachelor of Arts in Political Science with a minor in Economics from the University of Arizona. Outside of his professional life, he enjoys traveling, staying active through sports, and spending quality time with his family.