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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 28 years of industry experience, currently serving as an advisor at Archer Pointe Wealth Management, LLC. His previous roles include positions at Chamberlain Financial Planning & Wealth Management, Paragon Financial Services, Commonwealth Financial Network, LPL Financial, and True Wave Financial Planners. Hsu serves as treasurer for the Ben Ali Shrine's Wrecking Crew, an activity unrelated to his advisory work. 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 operates as a fee-only adviser focusing on diversified asset allocation strategies and offers retirement-plan fiduciary services along with limited-scope hourly engagements.
Gary C
CFP®, Series 65
Davis, CA
Archer Pointe Wealth Management, LLC
Gary Cohen is a CFP® with 15 years of industry experience and is currently with Archer Pointe Wealth Management, LLC. He previously worked at Chamberlain Financial Planning LLC and Libra Wealth LLC. Archer Pointe Wealth Management offers financial planning, investment management, and wealth management services to individuals, families, high-net-worth clients, trusts, estates, and retirement plans. The firm provides fee-only advisory services with a focus on diversified asset allocation, tax-aware portfolio management, and discretionary account management.
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