Contact

Joseph N. Rubinstein

President / CEO

E-mail: joe@dsiwm.com

Chad Beck

Vice President / Wealth Management Advisor

E-mail: chad@dsiwm.com

Estevan "Steve" Botello

Wealth Management Advisor

E-mail: steve@dsiwm.com

Mon Fuentes

Director of Operations

E-mail: mon@dsiwm.com

Vicky Freixa

Client Services / Marketing Coordinator

E-mail: vicky@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.

Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA and SIPC. H. Beck, Inc and DSI Wealth Management are not affiliated. We currently have representatives registered to offer securities and licensed to sell insurance products in the States of AZ, CA, CO, FL, GA, HI, ID, IL, ME, MT, NE, NH, NJ, NV, NY, OK, PA, TN, TX, VA, and WA. This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction. The financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. California Insurance License Number: 0A68771

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