Steve Rubinstein
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Steve Rubinstein Email & Phone Number

Wealth Advisor at Terramar Wealth
Location: Carlsbad, California, United States 3 work roles 2 schools
1 work email found @icmpcg.com 1 phone found area 760 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@icmpcg.com
Direct phone (760) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Terramar Wealth
Role
Wealth Advisor
Location
Carlsbad, California, United States
Company size
13 employees

Who is Steve Rubinstein? Overview

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Quick answer

Steve Rubinstein is listed as Wealth Advisor at Terramar Wealth, a with 13 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at icmpcg.com, phone signal with area code 760, and a matched LinkedIn profile for Steve Rubinstein.

Steve Rubinstein previously worked as Financial Advisor at Independent Capital Management and Vice President - Planning at Aig / Valic. Steve Rubinstein holds Mba, Finance from Carnegie Mellon University - Tepper School Of Business.

Company email context

Email format at Terramar Wealth

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{first_initial}{last}@icmpcg.com
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AeroLeads found 1 current-domain work email signal for Steve Rubinstein. Compare company email patterns before reaching out.

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Profile bio

About Steve Rubinstein

As a Wealth Advisor I help answer the questions everybody has; ·

Listed skills include Investments, Retirement Planning, College Savings Plans, Fixed Annuities, and 12 others.

Current workplace

Steve Rubinstein's current company

Company context helps verify the profile and gives searchers a useful next step.

Terramar Wealth
Terramar Wealth
Wealth Advisor
carlsbad, california, united states
Website
icmpcg.com
Employees
13
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Company profile
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3 roles

Steve Rubinstein work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Terramar Wealth

Carlsbad, Ca

Branch Address: 5780 Fleet Street, Suite 170, Carlsbad, CA 92008Branch Phone Number: (760) 804-9696Disclosures:Steve Rubinstein (CA Insurance Lic. #0G46117) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.

Jul 2014 - Present

Financial Advisor

Independent Capital Management

Retirement planning, investments, life insurance, estate planning, mortgage refinancing, college saving and free advice.

Dec 2008 - Jun 2014

Vice President - Planning

Aig / Valic

1. Directed the planning and forecasting processes throughout division2. Monitored financial performance 3. Interpreted results for senior management4. Coordinated the setting of strategic objectives5. Incorporated modeling technologies into management reporting

Feb 1993 - Jan 2002
Team & coworkers

Colleagues at Terramar Wealth

Other employees you can reach at icmpcg.com. View company contacts for 13 employees →

YP Ylli Pasho Ylli Pasho Colleague at Terramar WealthAlbania View → PJ Patricia J. Posada Patricia J. Posada Colleague at Terramar WealthSan Diego County, California, United States View → GG Geertha Geetha Neeralagi Geertha Geetha Neeralagi Colleague at Terramar WealthBengaluru, Karnataka, India View → TO Todd Oberlin Todd Oberlin Colleague at Terramar WealthCarlsbad, California, United States View →
2 education records

Steve Rubinstein education

FAQ

Frequently asked questions about Steve Rubinstein

Quick answers generated from the profile data available on this page.

What company does Steve Rubinstein work for?

Steve Rubinstein works for Terramar Wealth.

What is Steve Rubinstein's role at Terramar Wealth?

Steve Rubinstein is listed as Wealth Advisor at Terramar Wealth.

What is Steve Rubinstein's email address?

AeroLeads has found 1 work email signal at @icmpcg.com for Steve Rubinstein at Terramar Wealth.

What is Steve Rubinstein's phone number?

AeroLeads has found 1 phone signal(s) with area code 760 for Steve Rubinstein at Terramar Wealth.

Where is Steve Rubinstein based?

Steve Rubinstein is based in Carlsbad, California, United States while working with Terramar Wealth.

What companies has Steve Rubinstein worked for?

Steve Rubinstein has worked for Terramar Wealth, Independent Capital Management, and Aig / Valic.

Who are Steve Rubinstein's colleagues at Terramar Wealth?

Steve Rubinstein's colleagues at Terramar Wealth include Ylli Pasho, Patricia J. Posada, Geertha Geetha Neeralagi, and Todd Oberlin.

How can I contact Steve Rubinstein?

You can use AeroLeads to view verified contact signals for Steve Rubinstein at Terramar Wealth, including work email, phone, and LinkedIn data when available.

What schools did Steve Rubinstein attend?

Steve Rubinstein holds Mba, Finance from Carnegie Mellon University - Tepper School Of Business.

What skills is Steve Rubinstein known for?

Steve Rubinstein is listed with skills including Investments, Retirement Planning, College Savings Plans, Fixed Annuities, Estate Planning, Financial Planning, Financial Advisory, and Securities.

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