Steve Rubinstein
Phone: (760) 804-9696 Steve Rubinstein has over 24 years of experience in the Financial Services industry. He was Sr. Vice President of Planning for a large Texas banking company and Director of Planning for one of the country’s largest retirement annuity providers. Since December, 2008 he has been an advisor for Independent Capital Management in their Carlsbad, California office. He currently holds a FINRA series 6, 7, 63 and 66 registrations and is a licensed Life Agent in California, Arizona, Texas, Florida, Oregon and Iowa. Steve graduated from Carnegie Mellon University with both a Bachelor’s and Master’s degree in Business with a concentration in Finance. He was recently quoted as saying, “I want to use my past experience and personal financial success stories to both educate and advise my clients, helping them to fulfill their financial goals, whether they be saving for retirement or college, protecting their family with life insurance, or conserving their assets so they do not outlive their income." Steve Rubinstein is a Registered Representative offering securities through SagePoint Financial, Inc.
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8383 Wilshire Boulevard, Suite #210 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
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The Inc. 500 is ranked according to percentage revenue growth for four years. Additionally, they have to be US based, privately held, for profit, and independent -- not subsidiaries or divisions of other companies. ICM was named to the Inc 500 in 1996 and 1997.