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Plan For Tomorrow

DSI Wealth Management is your guide as you plan for the road ahead.


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Live For Today

Some roads are short. Some are long. Some roads are smooth. Some are bumpy. But most importantly, some roads lead to where you need to be. Some don't.


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Let Us Help Plan Your future

Our foundation is built on fostering a long-term and meaningful relationship with you for life.


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Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Retirement Planning

"We believe there are three essential steps to retirement planning and most importantly they must be taken in order:

1. Client and advisor determine the client’s objectives and tolerance for risk through an in-depth interview process.

2. Our advisors will compare the client's objectives with the current portfolio and other assets.

3. Client and advisor explore, agree upon and execute any needed changes.

 

Wealth Management

"Rather than defining Wealth Management, we will instead list the qualities we believe a financial services firm that specializes in wealth management should have."

 

Financial Coaching

"Financial Coaching is a customized, proprietary service available to DSI Wealth Management clients and their families. "

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Our Team

Learn more about our team of professionals.

ind_team_member: Responsive (4 in a row)

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Chad Beck

President / CEO

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Chad Beck

Email: chad@dsiwm.com

Having started his career in the financial services industry in 2007 at a large Variable Annuity Company, Chad learned a great deal about both the retail, as well as the wholesaling side of the securities business. During his time there, Chad soon realized he wanted to be on the retail side, working face to face with clients and building strong relationships while helping clients to plan for their futures. In 2009 Chad was instrumental in opening a satellite office for the largest regional firm on the West Coast in Santa Barbara, California as the Operations Manager. Before long, he transitioned into a sales role and it was there that he found his niche.

Chad joined DSI Wealth Management in 2011 holding his FINRA series 6, 63, 65 and 7 securities registrations*, as well as a Life Insurance License. He is a personal Financial Advisor working with individuals and families to help them pursue their long and short term financial goals. Chad completed his college education at the University of Colorado, Boulder, while majoring in Economics with a Business emphasis.  

From Chad:

"The greatest satisfaction I get from my job is sitting with clients and learning their greatest fears and financial goals, and then implementing a plan that will help them know we have done the very best we can to help protect them, while helping them strive towards achieving those goals."

 

*Securities registrations held through LPL Financial.

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Joseph N. Rubinstein

President Emeritus

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Joseph N. Rubinstein

Email: joe@dsiwm.com

Joseph N. Rubinstein, has been an active professional in financial management since 1978 . He started his financial services career managing the assets of high net worth clients and middle market companies for various banks.

After leaving the banking industry he joined DSI Wealth Management in 1987. With DSI he has practiced as an investor, a Personal Financial Consultant and Registered General Securities Principal. 

Joe attained a BS in business and an MBA in finance and accounting from Willamette University. As a resident of Upland, CA, he is very involved in the Inland Empire Business Community, the Rotary Club of Ontario,  the West End Executives’ Association and the Rancho Cucamonga Chamber of Commerce.  He has received numerous distinctions and citations in the financial services industry and for his community activities.

“It has been a privilege to provide investment and total planning services to the clients of DSI for the last 25 years. The firm is a dedicated team of professionals who start by asking questions, obtaining financial and estate goals and creating and implementing strategies." - Joe

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Mon Fuentes

Director of Operations

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Mon Fuentes

Email: mon@dsiwm.com

Mon Fuentes joined DSI Wealth Management in November 2013 with over 18 years of experience in the financial services industry. She was previously the Brokerage Services Supervisor with another Broker/Dealer for 11 years prior to joining DSI Wealth Management. As the Director of Operations, she is responsible for ensuring that the firm runs smoothly and efficiently in relation to administrative, finance, marketing, operations and human resource related functions. She obtained her Bachelor of Arts degree in Sociology from the University of California, Santa Barbara. In her spare time, she enjoys traveling and camping with her husband and their three children.

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Norma Aguinaga

Administrative Assistant

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Norma Aguinaga

Email: norma@dsiwm.com

Norma Aguinaga joined DSI Wealth Management in March of 2022. Prior to joining the team at DSI she was a senior paralegal for over 13 years and assisted in the opening of two new offices and mergers. She was responsible for overseeing client intake,  attorney and staff compliance and being the liaison between court officials and attorneys. She is a California native who loves running and enjoys spending time in the great outdoors with her husband and two children.
 

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626 919-3456
Fax: 626 919-6127
Toll Free: 800 365-7749

Email: Norma@dsiwm.com

1000 Lakes Dr. #420 , West Covina, California 91790

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  • Legal, privacy, copyright and trademark information

Chad Beck and Joe Rubinstein are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Chad Beck | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0G06032. 

Joseph Rubinstein | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0A68771. 

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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