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July 2023 by Keolo K.
Earl was very generous with his time and suggestions. Would recommend for anyone who would like solid financial guidance.
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March 2023 by Mireya G.
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.
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March 2023 by M O.
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.
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November 2022 by Juliana N.
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.
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October 2022 by 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.
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September 2022 by Tim Y.
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.
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January 2022 by Joe H.
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.
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December 2021 by Sebastian T.
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
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December 2021 by S T.
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
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November 2021 by 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!
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November 2021 by Juan A.
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!
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June 2021 by Steven H.
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.
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April 2021 by 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.
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December 2020 by Jeanette C.
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.
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October 2020 by Wendy C.
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.
