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Strategic Resources

Professional Partners

At DSI Wealth Management we've learned through the years that each client is unique, yet many have similar challenges in their lives. Here is a useful list of professionals who share our passion for serving high-net worth individuals and their families. 

Accounting and Business Consulting

Bernard A. Bernstein, CPA

Bernie's firm offers complete accounting, bookkeeping and advisory services to professionals and small business owners. 

Bernstein & Rathman, Inc.
740 North Garey Avenue
Pomona,
CA 91767-4614
(909) 469-5872

Legal Services

Tiffany D. Cardoza, J.D.

Tiffany provides legal advice to small business owners and professionals.  Her services include legal advice, document review, document drafting, real estate transactions and other legal matters.

Tiffany D. Cardoza, J.D.
9431 Haven Avenue, Suite 114 Rancho Cucamonga, CA 91730
(909) 484-1355
TCardoza@Tiffany Cardoza.com
www.TCardoza.com

Estate Planning

Tax and Financial Group

T&FG provides complete estate planning services to the public and to the clients of financial and investment advisors.  With over 100 employees their staff includes CFPs, Attorneys, CPAs insurance and estate planning professionals.

Tax & Financial group
4001 MacArthur Blvd., 3rd Floor
Newport beach, CA 92660
(949) 223-8100 (800) 373-2177 (Toll Free) 

 

You are under no obligation to use the services of any of the third-party entities shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial or DSI Wealth Management.

Resources

  • Useful Websites
  • Calculators
  • Professional Partners

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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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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