Eugene Hsu, Certified Financial Planner (CFP®) professional, Certified Fund Specialist and Accredited Investment Fiduciary, of Archer Pointe Wealth Management, works out of both the Davis office and Sacramento office helping individuals, families and small businesses in Davis, Vacaville, Woodland, Fairfield, Sacramento and adjacent areas. Eugene provides advise on subjects ranging from investments, taxes, and insurance to estate planning. Eugene and all Archer Pointe Wealth Management advisors operate as a fiduciary and must act in the clients' best interest 100% of the time, unlike 95% of other advisors. Eugene has been a resident of Davis for 28 years and graduated from UC Davis with a degree in International Relations and a minor in Managerial Economics. He has worked as a financial planner for the past 24 years. Before establishing Archer Pointe Wealth Management, he was a Managing Partner at Chamberlain Financial Planning & Wealth Management. Eugene taught risk management for the Personal Financial Planning program at the University of California, Davis Extension, for four years, and served on the board of the local Financial Planning Association and the local Organization of Chinese Americans. Eugene is currently the President for a unit of the Shriners and helps with fundraising activities for the Shriners Children's Hospital in Sacramento. About Archer Pointe Wealth Management - Established in 2020 by Eugene Hsu, CFP®, CFS®, AIF®, Archer Pointe Wealth Management has offices in Sacramento and Davis. The firm is a Registered Investment Advisor(RIA), registered with the Securities and Exchange Commission (SEC). All of the firm’s advisors are Certified Financial Planning (CFP®) professionals who provide fee-only financial planning, investment management and wealth management services. The firm prides itself on working in a collaborative, supportive, down-to-earth manner while utilizing prudent methodologies and state-of-the-art tools. It provides financial plans for clients and investment portfolios that are low cost, tax efficient, easy to understand and designed to provide a high return for the appropriate risk level. (archerpointewm.com) I genuinely enjoy making a difference in people’s lives by helping them feel confident about their finances. Worrying about money is a major source of stress, anxiety, and even marital troubles and health problems. Once you have a financial plan that you feel comfortable with, it empowers you to focus on the things you really care about. Helping you develop this plan gives me a strong sense of professional satisfaction.
