Morgan Stanley
42yrs
Top advisor by experience in Cupertino
29yrs
Chuling Hsiao
Financial advisor at Eagle Strategies
Based in Cupertino, California, Chuling Hsiao is a fiduciary financial advisor with 29 years of industry experience. Chuling has been with Eagle Strategies since 2004. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 146 advisors with offices in Cupertino, and one of 137 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 15% by experience in Cupertino
Office20480 Pacifica Drive Suite G, Cupertino, CA 95014
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?2 states
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowEagle Strategies LLCCurrent firm
Contact Chuling
(888) 695-3245Firm headquarters in New York, NY. Ask for Chuling. 20480 Pacifica Drive Suite GCupertino, CA 95014Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Chuling
Tailored to Chuling’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chuling
How do I contact Chuling?
Call Eagle Strategies at (888) 695-3245 and ask for Chuling Hsiao. Chuling works from the Cupertino, CA office.
How long has Chuling been a financial advisor?
Chuling has been in the industry since 1998, about 29 years. Top 15% by experience in Cupertino.
What licenses does Chuling hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Chuling a fiduciary?
Chuling is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chuling paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chuling for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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