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CSI Wealth ManagementFinancial advisor in Arcadia, CA

CSI Wealth Management is a financial advisor at 20 E Foothill Blvd #100, Arcadia, CA 91006, ranked #35 of 144 wealth managers in Arcadia and rated 4.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Arcadia, CAUpdated 0 paid placements in any rankingHow we rank

Call (626) 294-0414Website ↗

Key facts

Key facts about CSI Wealth Management
Address20 E Foothill Blvd #100, Arcadia, CA 91006Get directions
Phone(626) 294-0414
Websitecsiwealth.org
HoursMonday to Friday: 8 AM – 4:30 PM
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Arcadia and 11 towns within 25 miles: Sierra Madre, Monrovia, Duarte, Temple City, San Marino, East San Gabriel, Rosemead, El Monte, San Gabriel, Baldwin Park and Altadena.

Based in Arcadia, CAView on map

Opening hours

Opening hours for CSI Wealth Management
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about CSI Wealth Management

How is CSI Wealth Management ranked in Arcadia?

CSI Wealth Management is ranked #35 of 144 wealth managers in Arcadia by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are CSI Wealth Management’s hours?

CSI Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does CSI Wealth Management serve?

Serves Arcadia and 11 towns within 25 miles: Sierra Madre, Monrovia, Duarte, Temple City, San Marino, East San Gabriel, Rosemead, El Monte, San Gabriel, Baldwin Park and Altadena. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about CSI Wealth Management?

CSI Wealth Management has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact CSI Wealth Management?

Call CSI Wealth Management on (626) 294-0414. The business is at 20 E Foothill Blvd #100, Arcadia, CA 91006. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

CSI Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
CSI Wealth Management (this business)—634.0 (4)NoNo
GoldLine Wealth Management#36635.0 (13)NoNo20.2 mi

See all 144 ranked wealth managers in Arcadia