WealthArch Investment Services - Pasadena, California

Thao T.

When I retired several years ago, I was looking for someone to help me with my financial planning..
What Earl offered was what I needed the most - an independent advisor, not associated with any investment firm, since I had a bad experience with a commercial financial planner previously.
Earl provides a clear strategy for my personal situation and is careful in his decisions. He is extremely knowledgeable and can answer any questions with details.
Over the years I have come to trust his good advice on all my financial matters. I highly recommend him if you are looking for a solid financial advisor.

Thomas H.

Earl is my perfect financial advisor. He is independent, smart, and does his homework. He is constantly reading, researching, and analyzing companies and determining their real worth. His financial knowledge is wide-ranging and always current. He is ethical and keeps regular communication going, and will be able to answer almost any question with historical perspective and his reasons for specific strategies. His strategies are tailored to my risk tolerance, while he makes sure I understand why we stick to the plan and not give in to my emotions. I have been with him for 8 years and things are going well.

Arthur O.

Earl has been my financial advisor for the past 10 years. I find Earl to be extremely trustworthy, hard-working, and competent. He is very good at communicating his strategy and providing ongoing commentary and analysis. He is always willing to answer questions and provide whatever support or assistance I may need. In addition to all this, the performance of my portfolio has been very good, while at the same time not exposing me to undo risk. I would highly recommend you have a discussion with Earl if you’re looking for a financial advisor - he is one of the best.

Tad B.

Trust, investing expertise, and results are the most important things to me in an investment manager. Earl Yaokasin, WealthArch's Founder and Chief Investment Officer, meets and exceeds my expectations.

In addition to my trust and belief in Earl's expertise, I chose Earl because he's an independent financial advisor, meaning he doesn't blindly take a large bank or investment firm's in-house analyst recommendations of whether to buy, sell, or hold a particular stock. Earl does his own meticulous and rigorous analysis of a company's financials, their corporate strategy, the company's executives, and more.

Earl's detailed analysis leads to the determination of an investment's "margin of safety", which is the difference between his valuation of a company's stock price vs. what the stock is currently trading for. That margin has to significantly be in his investors' favor or he won't buy that company's stock.

Earl's approach fits his mantra of "Don't lose money!". His "value investing" style is defensive in order to avoid needless risk while waiting to pounce on offense when he is confident the reward will be there in the future.

If you're still reading this long review, I'm sure it's obvious that I highly recommend WealthArch Investment Services!

Greetings T.

Earl has been amazing to work with over the last 4-5 years helping manage our family's investments. At first, we were looking for someone local and I think we really lucked out with someone as humble as Earl who we trust. Most importantly, he consistently delivers the results in returns with a more conservative approach that's tailored to our needs. Thank you Earl!

Timothey Y.

I've been working with Earl for a year now and it's been a honor. Earl truly has a passion for investment and it comes out in every communication from him. He's diligent about diving deep into research for every investment choice and does a wonderful job of keeping me informed. Even when I have more questions, he patiently and thoroughly explains his reasoning on any topic. From a financial standpoint I'm very thankful I started working with Earl before the market started to drop. No matter how shallow or deep you wish your financial knowledge to be, Earl is there to accommodate you.

Joseph F.

Earl and WealthArch has been our advisor for the last year. Very communicative, data-driven, and insightful approach to managing our portfolio.

Ryan A.

Earl’s breadth of knowledge in investments is superior to many and has been instrumental in helping me achieve my financial goals. His investment strategy is based on sound logic and is not skewed by any market hypes.

He caters to your needs in a very specific manner by providing a personalized and customized solution to your portfolio by aligning them with your current needs, as opposed to a “one size fits all” solution you find elsewhere.

Reassuringly, he dedicates a lot of his time in market research to continually hone his craft to be on top of his game. He happily provides me with frequent and timely updates and is very transparent in his communication.

Throughout my investment journey, he always made certain that I understood the rudiments of investing by explaining underlying concepts and strategies in our investment decisions every step of the way. There is no other advisor that I have trust and confidence.