EPISODE · Dec 22, 2025 · 50 MIN
#135 Investing With In-Depth Financial Valuations & Analysis - Earl Yaokasin Of WealthArch
from Alt Funds Network · host Earl Yaokasin, Mike Schroeder
Find us online: https://altfunds.io/ Email us with topic ideas: [email protected] Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Earl Yaokasin: LinkedIn:linkedin.com/in/earl-jordan-yaokasin-cfa-7350ab4b Facebook: https://www.facebook.com/earljordan.yaokasin X: https://x.com/Earl_Jordan Youtube: https://www.youtube.com/@WealthArchInvestmentServices Timestamps: 00:00 Introduction and Guest Welcome 00:57 Earl's Early Entrepreneurial Journey 02:20 Challenges and Hard Work in the US 04:45 Career Growth and Achievements 07:45 Starting Wealth Arch Investment Securities 11:21 Transitioning from Corporate to Entrepreneurship 16:03 Investment Strategies and Client Management 20:38 Detailed Investment Updates and Client Communication 25:45 Research Process and Daily Routine 26:38 Planning the Day with News and Research 27:01 Analyzing Netflix's Financial Projections 29:16 Current Stock Picks and Excitements 29:37 Vital Farms: A Deep Dive 33:27 Shift Four: The Payment Processor 36:31 PayPal's Long-Term Potential 38:19 AI and Nvidia's Future Prospects 42:35 Gold, Silver, and Cryptocurrency Insights 45:37 Energy Sector and GE Renova 47:57 Final Thoughts and Personal Insights Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/ Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
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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!
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#135 Investing With In-Depth Financial Valuations & Analysis - Earl Yaokasin Of WealthArch
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