Skip to main content

DSI Wealth Management

  • Home
  • About Us 
    • Our Team
    • Investment Philosophy
  • Services 
    • Retirement Planning
    • Wealth Management
    • Financial Coaching
  • Blog 
    • Newsletter
  • Resources 
    • Useful Websites
    • Calculators
    • Professional Partners
  • Client Login
  • Contact

    You are here

  1. Home
  2. Contact

Contact

 

Chad Beck

President / CEO

chad@dsiwm.com

Joseph N. Rubinstein

President Emeritus

joe@dsiwm.com

Mon Fuentes

Director of Operations

mon@dsiwm.com

Norma Aguinaga

Administrative Assistant

norma@dsiwm.com

Office Address

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

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

Get Directions

  • Sitemap
  • 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.

 

© 2023 DSI Wealth Management. All rights reserved.

Website Design For Financial Services Professionals