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About

Our mission is to provide clients with current and creative investment, estate and financial planning strategies that enable informed decisions while planning for the road ahead.

About Us

DSI Wealth Management brings you a team of financial professionals committed to helping you work toward achieving your financial goals through strategic retirement planning, wealth management and financial coaching.  DSI Wealth Management has access to experienced colleagues inside and outside our firm and will incorporate the insights of your other trusted advisors to identify the most appropriate decisions for your personal situation.

Conversations are key

We are committed to communication—up front and throughout our work together. Our personalized planning advice is based on a thorough knowledge of you, your goals and your comfort with different investment products and styles. Only then can we guide you through the broad range of options available and help you discover the investments that may best meet your unique needs.

We believe our personalized attention to individual needs and investment styles has helped us to achieve client retention for client relationships greater than five years. There are risks involved in investing, including loss of principal. Investments will fluctuate and may be worth more or less than when originally purchased.

 

About Us

  • About Joe Rubinstein
  • Our Team
  • Investment Philosophy

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: dsiwm.info@divsecs.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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