Contact

Joseph N. Rubinstein

President / CEO

E-mail: joe@dsiwm.com

Chad Beck

Vice 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

Contact Us

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

Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. DSI Wealth Management Group Inc., is not affiliated with Grove Point Financial, LLC or its subsidiaries. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS. 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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