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DSI Wealth Management

P: 626-919-3456
F: (215) 839-0579
E: norma@dsiwm.com

1000 Lakes Dr, suite 420
West Covina, CA 91790

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

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Contact

1000 Lakes Dr, suite 420
West Covina, CA 91790

626-919-3456
norma@dsiwm.com

Services

Financial Planning
Retirement Planning
Estate Planning
Tax Planning
Planning for Business Owners

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.

LPL Financial Form CRS