Skip to main content

DSI Wealth Management

  • Home
  • About Us 
    • About Joe Rubinstein
    • 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

 

Joseph N. Rubinstein

President / CEO

joe@dsiwm.com

Chad Beck

Vice President / Wealth Management Advisor

chad@dsiwm.com

Mon Fuentes

Director of Operations

mon@dsiwm.com

Vicky Freixa

Client Services / Marketing Coordinator

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.

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

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

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

© 2021 DSI Wealth Management. All rights reserved.

Website Design For Financial Services Professionals