My husband and I recently reached out to Earl from Wealth Arc Investments to explore setting up a financial advising session, and we couldn't be more impressed with the experience. From the moment we connected, Earl was incredibly generous with his time, spending a full hour walking through our unique financial situation in detail. He took the time to truly understand where we're at, asked thoughtful questions, and offered a wide range of insightful recommendations tailored specifically to us. What really stood out was his ability to clearly explain technical terms and concepts that had confused us for years. By the end of the call, we felt more confident and informed than ever before. To our surprise, Earl didn't charge us for this initial session, which speaks volumes about his character and commitment to helping people. When we asked about his rates moving forward, we found them to be very reasonable, and we absolutely plan to return once we've implemented his advice. You can easily tell once you meet with Earl that he is genuine, highly knowledgeable, and truly cares about the people he works with. If you've been considering working with a financial advisor, we highly recommend giving him a call. He's an incredible resource and a wealth of information. read more

I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot recommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl! read more

I spoke with Earl on the phone for nearly 30 minutes. I had several questions and concerns about my finances. Earl clearly explained everything to me and confirmed my understanding of the matter. Thanks to him, I expect to save money on my taxes. read more

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. read more

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

I had an initial conversation with Earl today, so this review is just about that. As his website says, his philosophy mirrors that of Warren Buffet, so if you're looking for that, he is your man. He is personable and has a wealth of knowledge about where he thinks the market is going long-term. This view translates into his long-term view and position on his investments for his clients. I appreciated how our general viewpoints matched up. Right now, I am not sure if I will go with him, but at the least, I know I can use him as a sounding board even if I decide to use his advice on a one-off basis every so often since he does accommodate hourly advice too. If you meet his AUM threshold, and your newly green when it comes to invesnting, you should ask for a initial consult to see if he is a good match. read more

When my husband and I just got married two years ago, we reached out to Earl after finding Wealtharch on Yelp for a "one-time" financial assessment to get our financial goals in order. My husband and I are educated professionals and relatively financially disciplined, but neither of us are in finance and we aren't active investors. We felt it was important for us to get professional help in coming up with a game plan on how to handle student debt and build wealth. I was a bit hesitant about contacting Earl because I was basing my selection solely on Yelp reviews, but I am so glad we did -- and I am glad we did so at the start of our marriage. We had a paid consultation with Earl, where he prioritized asking us what our personal priorities are (e.g. owning a home vs. retiring early, our risk tolerance, etc.) before giving tailored advice on how we might want to reach our goals. After our consultation, my husband and I were able to confidently move forward with a plan (we paid off nearly $80K in student loan and car debt in 2 years), and it was so helpful to have Earl's professional advice to fall back on when we were in doubt. Now in our early 30s, my husband and I had our first child and are reconsidering our financial priorities. We revisited our finances in what felt like a very different stage of life, and one of the first things we both thought of was asking for another call with Earl. Together, we again reassessed our priorities, and left the conversation with enough information to make another game plan. Earl is incredibly approachable, knowledgeable, and sensitive to his clients' needs. For us, this kind of regrouping has added incredible value to our lives. We'd highly recommend Earl's services for anyone who wants guidance on getting their financial plan on track. read more

Earl was very generous with his time and suggestions. Would recommend for anyone who would like solid financial guidance.

Spoke to Earl about investing some money. He provided very solid advice about my current life situation. He is really genuine and cares about helping individuals. I'm really grateful for his help. Even though I couldn't invest with him at the moment. I really look forward to working with him in the near future. read more

Earl kindly answered my question over a cold call and provided a clear framework for analyzing my problem. Very nice guy!

I highly recommend Earl 100% and I guarantee you won't waste your time! Don't even hesitate to reach out to him for a consultation. He is very knowledgeable, kind, and truly care about his clients. I found him on yelp and all the reviews here are true. No matter what you need help with, he will guide you. read more

I love reading the analysis reports that we get periodically from Earl on his research and findings for his stock picks, news updates, economy, political climate and how it will affect the financial markets and investment strategies for his clients. When I was initially interviewing potential financial planners, I wanted someone with a CFA, which is the hardest designation to attain, someone who understood our goals, and also who has the right intangible gut feeling when you meet them. After meeting with Earl I thought that he was the right fit for our financial goals, he is quite conservative but know when to strike at the right timing. He never promises a pie in the sky rate of return, and he explains what to expect in the coming cycle. Most importantly, his eyes literally glitter with he talks about the equity markets, you can tell he's really passionate about industry. He can customize his services to your exact needs, at reasonable rates. So far his recommendations have exceeded my expectations, and I plan on sticking with him until we hit our retirement goal. At this rate, retirement might happen a lot sooner thanks to the expert guidance of Earl. read more

Earl scheduled me for a 30 min introductory call. After going through my unique financial situation, he offered to stay an additional hour to help make sure he had a sense of everything I was going through and to formulate a plan I was comfortable with. After a few calls with larger fiduciaries who just sent me blanket emails and wishy-washy answers about investment strategies, getting advice from Earl felt way more straightforward. He adds a human touch to this process that I haven't gotten anywhere else. I'd absolutely recommend him to anyone who needs financial advice. read more

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. read more

Earl Jordan Yaokasin is the most tireless financial advisor that I know of. If you have any financial questions, he is the first person I'd tell you to ask. His responses to my messages are lightning fast and his advice is always sound. But what most impresses me about Earl is his relentless pursuit of knowledge and personal growth. Earl worked at least one full time job while earning his college degree, and not too long after that, he obtained the prestigious Chartered Financial Analyst designation. In 2018 alone, he read more than 80 books, not to mention the many investment reports he's constantly analyzing. I'm not going to rattle off a bunch of book titles to make my point, but what I will tell you is not only does Earl have his own growth and his family's future in mind, he has continually sought out ideas that he then puts into practice to benefit his family, his clients and his community as well! Other advisors spend the majority of their days trying to get more sales. Earl is persistently in search of good investments, so that he can help his clients generate better investment returns. He is so dedicated to educating his clients that he provides a detailed writeup of his thoughts about a stock within 12 hours after the company reports their quarterly earnings, a big market event, or after he makes a trade. No other investment manager, financial advisor or planner in the industry does this. I doubt there is another financial advisor as committed as Earl is to his clients. I am grateful for Earl's expertise and guidance over the last 5 years. I highly recommend him to anyone who is looking for a diligent and trustworthy person to help manage their investments. Thank you Earl for all that you do. read more

Earl was extremely helpful, professional, and focused with his financial advice. He took time to explain everything. I learned so much. And it gave me incredible peace of mind. Thoroughly recommend Earl to anyone interested in being educated on how to best handle their investments and finances. read more

I contacted Earl about investing some funds I have in the bank. I was considering real estate but was open to anything and looking for advice on other options. Earl then proceeded to go over historic stock vs real estate data and his predictions for the future of those markets along with his reasoning for those prediction based solely on data. I left with way more information that I expected, and was better prepared to make my decision. I wanted to leave a review because Earl gave me so much more than I expected and put me in a position to make better decisions for my investment. I would absolutely recommend Earl to anyone looking to invest! read more

Earl was really helpful. I contacted him for a consultation and received so much more than what I expected in a consultation. He is a true professional - a wealth of useful and practical financial knowledge, and above all a gracious being. read more

Earl is extremely knowledgable, experienced, and takes his job seriously. His communication skills are superb, so I appreciate his scheduling time to discuss, creating an agenda, and even providing documentation on the summary of the discussion. He responds very quickly to texts/e-mails, so he's on top of it. He's very transparent and honest about his options and suggestions, takes the time to make sure I understand stocks, and really dedicated to supporting whatever goals I come up with. I never felt rushed talking to him. Above all, he's really passionate in being a financial advisor and helping clients. Highly recommended! read more

Just finished a conversation with Earl. He spoke with me regarding my future plans he was very attentive and listened to what my goals were. As a student with lots of debt he allowed me to prioritize what needs to be done now and he also walked with me, future plans that I should expect. Beyond that, Earl was a very kind and patient person with no judgment and no rude demeanor that strayed me away when I spoke with him. I recommend him and I hope to be hearing from him in the future! read more

Earl Y is a very dynamic and knowledgeable individual. He was prompt in attending my call and very straight forward in his recommendation without any hidden agenda. I felt extremely comfortable while discussing my current financial situation with him. He gave me very vital advice, which was soothing to me as I was in a real dilemma. I will certainly consider Earl's advices and recommendation seriously while maintaining my relationship with him in future. I highly recommend considering Earl's advice or sharing with him your thoughts before plunging into hasty decisions; whether related to investment or your business. Your equity and assets should remain your protection shield, so please be vigilant about it. read more

Me and my husband have been blessed so much by talking to Earl! He gave us a lot of solid advices and also some simple steps to follow through. He listens to our financial needs/concerns and answered all of our questions! Hands down the best service in town! We can tell Earl is very knowledgeable about the financial management service. On top of that, he has a heart of gold and truly wants his client to succeed in life! Thank you so much Earl! We wish you all the best in the future and for sure we will go to you for any financial needs! read more

I talked to Earl in August 2021 about my investment options. He was very nice and helpful and told me that real state is not necessarily better than investing in stocks since I was not sure if I wanted to stay in California for long term. I would recommend Earl to anyone who is not sure how to invest his/her money. Sebastian read more

I had the opportunity to speak with Earl today regarding what to do with a somewhat large commission I am receiving from work. He was extremely willing to offer his advice and provide input as to what the best option would be for me and my family's financial goals. His industry knowledge was very apparent. We spent about 30 minutes over the phone and not once did he mention what else he could do for me outside of the question I presented him with until I ASKED! Even then, he provided a no pressure informative overview of what he does and where I could potentially use his services in the future. I highly recommend Earl if you have a question about finances that you are unsure of. I will definitely be using his services in the very near future. read more

Spoke with Earl awhile back. From the get go, I noticed that he was a very knowledgeable and passionate financial advisor. Unfortunately, I was not in a position to be one of his clients at that point in time but he was still very willing to talk about my question. He was very patient and he listened intently about my financial needs. Although, he cannot offer his services, he was still willing to give me suggestions on how to be successful with making the investments myself. read more

What primarily drew us to Earl is his investment principles. His principles allow him to build long-term portfolios that are very profitable and diversified for his clients. He backs these principles up with his strong research and analytical skills, extensive experience, and unwavering discipline. He enters and exits positions at the right time and does not get swayed by trending or popular stocks if they do not make sense in the long run. He makes it a point to analyze each investment from every possible aspect. Earl is so easy to work with. He is extremely professional, honest, and straightforward. He gives you regular performance updates and is always available if you have any questions, concerns, or clarifications. He listens to what you have to say, but he also gives you his two cents and the facts to back it up, so you can make an informed decision. It does not matter how knowledgeable you are about the market. He can explain what is going on in a way you can easily understand. He guides you through the process, presents you with pros and cons, and even gives you additional resources so you can be educated. It has been a wonderful partnership so far and we trust him with our money - which is something truly priceless. read more

Earl is everything! My husband and I loved him- we highly recommend him. Super knowledgeable about investments obviously- impressed with his expertise. read more

I cannot stress enough how amazing Earl is, and how much he went in depth about my financial situation. Aside from being a temporary financial therapist, Earl patiently listened and answered all my questions; from my parents to my own finances, and helped me make assessments of what to do. I'm eternally grateful for all the financial advice he impart on me, and if I ever get to a point where I can actually have enough funds to have him actively manage my account, I'd do it in a heartbeat. Thank you so much for your time, and your mission to educate! read more

About 2 years ago, my friend recommended Earl to help me navigate my personal finances. After the consultation, I knew that he was the right fit to manage my investments. Earl is organized and keeps you involved in investment decisions. His regular market updates show that he is paying attention to not just the markets, but national and global events that affect investments. Earl is responsive; you never have to worry that he will go MIA and leave you high and dry. It is a huge relief to know that someone like Earl is managing my investments, so I can focus on other things. I consider myself lucky that I was connected to Earl and highly recommend his services. read more

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 frequent and timely updates and is very transparent in his communication. As a beginning investor, 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. read more

Earl answers all my questions attentively and gave me great advice. He is very knowledgeable that I highly recommend him.

I met with Earl about 2 months ago and was very impressed with our initial meeting. He worked with me to set up an IRA and explained very clearly the stocks he picked and why. Clearly the timing to set this up was unfortunate (only in that I wish I'd waited another few months as this is a long game for me). However, Earl made it very clear that his selections would be based on anticipating an inevitable big dip in the market within the next few years so I feel confident he has placed me in a position to bounce back easily in the future as this was specifically planned for. Of course the current situation is above and beyond what anyone could have foreseen, but I have every intention of consulting him and taking whatever financial steps he recommends going forward. I feel he put me in a solid defensive position and I'm very grateful for that. I highly recommend his services. He's an incredibly genuine, intelligent, caring person and I've suggested him to many of my friends at this point. Word of mouth is my usual preference over a Yelp review but Earl deserves your business and you deserve someone honest to guide you in your financial decisions. read more

I am looking for a specific issue in my IRA. Earl met with me, spent almsot two hours with me explaining his strategy Unfortunately what he offers is not what I am looking for. When I informed him about my decision of not using his services his response was very professional and friendly. I wish he had the answer for me... read more

Today I spoke to Earl on the phone--what a relief! For weeks, I've been walking around in a state of apprehension due to a financial decision I made when I was younger. I didn't know what to do, which decision was the best one...etc. After speaking to Earl, I'm breathing easier and have much more clarity. He was able to address my situation and provide specific recommendations to help me move forward. Earl is very personable, knowledgeable and patient. I believe he truly is invested in helping people succeed financially. I'm amazed with what I've learned during ONE phone call. I'm so grateful. Thank you, Earl! read more

I am so thankful that I found Earl here on Yelp and all I can say is that all of the other reviews are true. Earl is not only very knowledgeable but he is also passionate about what he does and is eager to help others. Unfortunately, I am not in a position to become one of his wealth management clients at this stage in my life but he took the time out of his schedule to set up a free 30 minute phone consultation with me. I have never worked with a financial advisor before so I did not know what to expect coming into this. I have reached out to a few other advisors that I found on Yelp and while all of them seem too have comparable expertise and knowledge I was just so impressed with Earl as a human being and his openness to share his knowledge and give me all the advice and tips that he would offer to a normal paying client. Due to a recent major life event I have found myself with many questions about my finances and how to properly plan for the future. Earl answered all of my questions and provided me with a step-by-step plan that I can easily understand and put into place on my own. I can't thank Earl enough for the peace of mind that he provided me with and I would recommend him to anyone that needs help getting their current and/or future finances in order.....whether you have millions of dollars or you are just an average gal like me Earl will help you out and get you on the right path. If my situation ever changes in the future (fingers crossed) and I have the means to become a wealth management client I wouldn't hesitate to hire Earl as my financial advisor but in the mean time all I can say is thank you thank you thank you for your time and for the free & HELPFUL advice you provided me with!! read more

I have known Earl for a number of years before he started his own company, and I had always been impressed with his honesty, true desire to be of assistance, and passion for his career. When I mentioned that I was unhappy with my current retirement advisor, he suggested 2 optional retirement accounts for me, which would allow me more choices and control over what I wanted for my future retirement. Normally, Earl advises people and companies with much larger accounts, so his generosity and wisdom were greatly appreciated. I would recommend Earl highly, as he is very interested assisting me with my retirement needs. I have been extremely happy and satisfied with his recommendation. read more

All I can say is WOW! I originally called Earl just to ask "do you provide services for an individual without high profile investments?" and without skipping a beat he asked me what was I looking to get answered. So I gave him a quick summary of my concerns/questions, thinking he was just going to say "no, you're not my type of clientele" but instead he very patiently answered all of my annoying Finance101 questions! He even gave me great advice and asked me a lot of questions I had never thought about before. WHAT?! At the end I didn't have any more questions and I felt like I owed him $$ because others that I called said "it'd cost money for a personal consultation". Instead all he asked for in exchange was for referrals from friends and family. You best believe I'll be sending everyone your way, Earl!! Thanks again for all of your help and kind words of encouragement :) read more

My husband and I have been working with Earl for about a year now and he has exceeded our expectations. What has impressed me most about Earl is his honesty and his passion for investing and for helping others. Earl will give you financial advice to the best of his ability whether that plan includes investing with him or not. He's straightforward about his investment philosophies and always sticks to his principles. Earl is also great with communication, and sends out frequent email updates on the status of our positions and other investing related information. Earl responds very quickly to emails during the week and over the weekend,and is always up for a conversation about investing. He is genuinely passionate about investing, and invests our money as he invests his own. Earl is very thorough with his research and provides a lot of information/justification for buying/selling positions. He provides more information than most people probably want to go through, and is always willing to expand on the information further. Thank you so much Earl! read more

I first reached out to Earl via Yelp, and within minutes, he responded (it was past 10pm!). I needed some financial advice and Earl promptly scheduled a phone call with me to discuss. He was very on time to call me as scheduled and he spent well over 45 minutes with me, talking through my finances & what I was looking for. Earl was very encouraging, but also very honest with me, and that's what I needed to know! I am in no position to invest in big scale, and Earl knew that from the very beginning when we started talking, meaning, he knew I wouldn't be able to be his client anytime soon. BUT he never brushed me off, gave me sound advice, and really listened to what I had to say. I am definitely going back to Earl one day (hopefully), when I am able to invest with him. Thanks Earl! read more

I spoke with Earl for financial advice after selling my home. He was very generous with his time and expertise, and itemized exactly what financial steps to take. I only write reviews on Yelp when I have an opportunity to help an outstanding business owner. Earl is one of those people. His customer service is excellent. read more