Contact

Joseph N. Rubinstein

President / CEO

E-mail: joe@dsiwm.com

Chad Beck

President / Wealth Management Advisor

E-mail: chad@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

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.

Contact

Joseph N. Rubinstein

President / CEO

Chad Beck

President / Wealth Management Advisor

Mon Fuentes

Director of Operations

Vicky Freixa

Client Services / Marketing Coordinator

Office Address

Contact Us

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

You are here

Contact

Joseph N. Rubinstein

President / CEO

Chad Beck

President / Wealth Management Advisor

Mon Fuentes

Director of Operations

Vicky Freixa

Client Services / Marketing Coordinator

Office Address

Contact Us

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

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