Chad Beck

Taxes, Insurance, Lifestage Based Planning
“Chad Beck, Wealth Management Advisor at DSI Wealth Management, is dedicated to professionally supporting, educating, and providing informed direction to each and every client.”

DSI Wealth Management

Job Title:

Senior Wealth Management Advisor


Chad Beck is a Wealth Management Advisor at DSI Wealth Management, a firm dedicated to performing services for their clients, their clients' families, employees and the community. Their strategy begins with a thorough understanding of each client’s values, goals and current financial condition. Chad and his team know the key to a strategic plan is in the implementation and constant updating.

Having started his career in the financial services industry in 2007 at a large Variable Annuity Company, Chad learned a great deal about both the retail, as well as the wholesaling side of the securities business. During his time there, Chad soon realized he wanted to be on the retail side, working face to face with clients and building strong relationships while helping clients to plan for their futures. In 2009 Chad was instrumental in opening a satellite office for the largest regional firm on the West Coast in Santa Barbara, California as the Operations Manager. Before long, he transitioned into a sales role and it was there that he found his niche.

Chad joined DSI Wealth Management in 2011 holding his FINRA series 6, 63, 65 and 7 securities registrations, as well as a Life Insurance License. He is a personal Financial Advisor working with individuals and families to help them realize their long and short term financial goals. Chad completed his college education at the University of Colorado, Boulder, while majoring in Economics with a Business emphasis. He enjoys sitting with clients and learning their greatest fears and financial goals, and then implementing a plan that will help them know he has done the very best to help protect them, while helping them strive towards achieving those goals.

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Securities and Investment Advisory services provided by H. Beck, Inc., Member NASD &SIPC. DSI and H. Beck are not affiliated.

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    Mutual Funds, Taxes
Is an inherited mutual fund taxable?
58% of people found this answer helpful

First and foremost, I'm sorry for your loss! As long as the mutual fund was not held inside of a retirement account for your father such as an IRA or 401(k), the inheritance is not taxable to you at all. In fact, you should receive a step up in cost basis, so that if you should decide to sell the position, you will only owe taxes on the amount over and above the value on the date of your fathers passing. If he invested $10K, and on the day he passed it was worth $30K, and you sold a month later for $31K, you would have long term capital gains tax on $1,000 only.

The only caveat to this would be if your fathers estate was over $5+ million. If it is.... you'll need a much more in depth look at what your options are.

December 2016
    Investing, Starting Out
What is the best investment vehicle for a 20 year old?
50% of people found this answer helpful
October 2016
    Financial Planning, Retirement, Lifestage Based Planning
How would I set up a financial plan without retirement in mind?
50% of people found this answer helpful
February 2017
    Small Business Financing
Who determines the valuation of shares that want to be sold back to a private company?
50% of people found this answer helpful
March 2017
    Estate Planning, IRAs, Taxes
Is a full distribution from a beneficiary of trust taxable?
45% of people found this answer helpful
November 2016