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Eugene H

CFP®, Series 63, Series 66

Davis, CA

Archer Pointe Wealth Management, LLC

Eugene Hsu is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Archer Pointe Wealth Management, LLC. His prior roles include positions at Chamberlain Financial Planning & Wealth Management, Paragon Financial Services, and Commonwealth Financial Network. Outside of his advisory work, he serves as the treasurer for the Ben Ali Shrine Wrecking Crew. Archer Pointe Wealth Management provides financial planning, investment management, and wealth-management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm follows a predominantly passive investment approach focused on diversified portfolios, tax efficiency, and tailored recommendations based on clients’ goals and risk tolerance.

Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Debt management Cash flow / budgeting Charitable giving & philanthropy Retired Founder/Business Owner Executive
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Gary C

CFP®, Series 65

Davis, CA

Archer Pointe Wealth Management, LLC

Gary Cohen is a CFP® with 14 years of industry experience, currently serving at Archer Pointe Wealth Management, LLC since 2020. He previously worked at Libra Wealth LLC and Chamberlain Financial Planning LLC. Archer Pointe Wealth Management provides financial planning, investment management, and wealth-management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes a predominantly passive investment approach, using diversified portfolios with no-load mutual funds and ETFs, and offers a mix of discretionary and non-discretionary services with fee-only arrangements.

Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Debt management Cash flow / budgeting Charitable giving & philanthropy Retired Founder/Business Owner Executive
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