WealthArch Investment Services - Pasadena, California

Arthur Oliveira

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.

Joseph Fong

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

Zygmont Boxer

Very satisfied with the way my investments are being managed by WealthArch. Earl is very disciplined and good at what he does. Would definitely recommend him as a financial advisor.

Ryan Ang

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.

Timothey Yanalunas

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.

Judith Wilkin

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!

Chester Lu

My Wife and I have been working with Earl for approximately 6 years now and we are very happy and comfortable with Wealtharch managing our investments and retirement planning. TRUST is the most important factor and we both trust Earl to do the right thing and also continuously improve his skills such that we can get better and better value from his services. Thank you Earl for being laser focused on investing and honing your skills. We appreciate your integrity and personalized services.

Kaiser Permanente

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!