Episode
#135 Investing With In-Depth Financial Valuations & Analysis - Earl Yaokasin Of WealthArch
- Podcast
- Alt Funds Network
- Published
- Dec 22, 2025
- Duration seconds
- 3050
- Processing state
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Summary
Background: Earl Yaokasin, CFA, is the founder of WealthArch Investment Services in Pasadena, CA, where he helps high-net-worth individuals and couples build wealth through value investing and personalized financial planning. With more than two decades of hands-on experience and a prestigious CFA designation, Earl blends the timeless principles of Warren Buffett with modern behavioral finance to help clients achieve financial independence. Description: Join Mike Schroeder in this engaging episode of the Alt Funds Network as he interviews Earl Yaokasin, CFA, founder of Wealth Arch Investment Securities. Earl shares his journey from the Philippines to the US, detailing his entrepreneurial spirit and career growth. He reveals his unique investment strategies that combine Warren Buffett's principles with Modern Behavioral Finance, discusses his favorite stocks like Vital Farms and Shift Four, and provides insights into effective investment management. Learn how Earl's client-focused approach and in-depth research help achieve financial independence. Don't miss out on his valuable advice for aspiring investors!