Eugene Hsu
CFP®, CFS®, AIF®
Archer Pointe Wealth Management
Principal, Certified Financial Planner
Eugene Hsu
CFP®, CFS®, AIF®
Archer Pointe Wealth Management
Principal, Certified Financial Planner
As a fee-only financial planning and wealth management firm, our focus is to offer unbiased financial advice to help you achieve your life goals. - Eugene Hsu, CFP®, CFS®, AIF®
Fee-Only financial planner located in Davis and Sacramento, CA, serving clients locally and across the country
Eugene Hsu is a Davis and Sacramento, CA fee-only financial advisor serving clients locally and across the country. Archer Pointe Wealth Management provides comprehensive financial planning, investment management, and wealth management to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eugene Hsu is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Making a positive difference in people’s lives by helping them feel confident about their finances is very important to Gene Hsu. When a client has a financial plan, it empowers them to focus on the things that they really care about. Helping clients develop their own plan gives him a strong sense of professional satisfaction and he has been doing so for over 22 years.
Gene earned his bachelor’s degree from the University of California, Davis and majored in International Relations while minoring in Managerial Economics. He completed his Accredited Investment Fiduciary® course work from Fi360 Global Fiduciary Insights; his CERTIFIED FINANCIAL PLANNER™ (CFP®) course work from the University of California, Davis Extension; and Certified Fund Specialist® designation from the Institute of Business and Finance.
Gene lives in Davis with his wife, Gabriela, and their son, Liam. They are a constant reminder of what really matters, and they give Gene a wonderful sense of purpose in life.
Making a difference in the community is also very important to Gene. He supports Liam's school activities and volunteers in his Brazilian Jiu-Jitsu classes. He is also grateful for the opportunity to be a Shriner in supporting and promoting the Shriners Hospital for Children that provides highly specialized pediatric care to families regardless of ability to pay.
Adhering to Precision, Patience, and Honor Throughout Our Work
Similar to the preparations of an archer with necessity to keep keen awareness of their entire surrounding with patience, precision, and harmony, we approach your financial picture holistically in order to offer specified solutions with a balance of accuracy, experience, and education. Our advice is developed to help you approach your financial goals on pointe, one step at a time.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Eugene Hsu is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Eugene Hsu is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Eugene Hsu is a Certified Fund Specialist (CFS)A Certified Fund Specialist (CFS) is a certification indicating an individual's expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. The CFS designation does not license individuals to buy or sell mutual funds; however, in many cases Certified Fund Specialists do have this license, which enables them to buy and sell the funds for their clients.
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Eugene Hsu is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Contact Eugene Hsu
Office Locations:
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333 University Avenue
Suite 200
Sacramento, CA 95825 -
231 D Street
Suite D
Davis, CA 95616
