About Earl Yaokasin CFA WealthArch Investment Services

Earl Yaokasin, CFA

Earl Yaokasin CFA WealthArch Investment Services

Earl Yaokasin, CFA


Earl Yaokasin understood the importance of wealth as early as ten years old. As a child, he was always looking for ways and means to make money, like recycling soda bottles and selling various goods to his classmates.

Then, he accidentally discovered the CNBC channel when he became a teenager. Unbeknownst to him, it would set him on a lifelong journey of building wealth. From then on, he resolved to learn more about investing, so he can make the money that he worked hard for work even harder for him.

Through his journey, Earl has come across a multitude of investment philosophies – from working in the investment industry for over a decade (with companies such as American Express Financial Advisors, Banc of America Investments, and Capital Group) to obtaining his Chartered Financial Analyst (CFA) designation. Interestingly, however, he found that the most important lessons did not come from work or academia, but they actually came from his own readings, reflections, and experience. He discovered that his investment philosophy was in sync with some of the greatest investors of our time, such as Warren Buffett, Charlie Munger, Donald Yacktman, Bill Ruane, Mohnish Pabrai, Seth Klarman, Phil Fisher, and Ben Graham.

By integrating the philosophies of these investment giants, and adding to them, Earl has developed an investment strategy that has enabled him to build enough wealth and live his dream of helping others achieve financial independence.

Earl welcomes the opportunity to help and serve you. He is ready to take the next step in helping you live your dreams.

Family and Community

Earl currently lives in Pasadena, California with his wife and two daughters. They spend most of their time reading, playing games, and just being silly. They live a simple life, and enjoy spending time together.

At WealthArch Investment Services, we believe that helping the community for free allows us to take our generosity to the next level. Earl volunteers and advises Advancing Students Forward, a nonprofit organization that provides disadvantaged students in Mexico access to education and support for academic success.

Earl Yaokasin and family

Previously, Earl volunteered for the Pasadena Community Orchestra, helping them streamline their budgeting process, simplify and standardize their financial statements, and improve their organization’s financial strategy. Click here to read more about how Earl helped them make beautiful music.

Finally, with no strings attached, Earl continuously gives a lot of free and sound financial advice to people and organizations that haven’t yet reached WealthArch’s minimum account requirements to become clients.

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