Joshua Escalante Troesh, CFP, is a Tenured Professor of Business and a fiduciary financial adviser. He was voted the #1 financial adviser nationally by the Investopedia Adviser Insights audience*; holds an MBA; and has been quoted in Consumer Reports, Forbes, CNBC, U.S. News & World Report and other media.

Tenured Professor

Joshua has written Personal Finance curriculum adopted by numerous California colleges and accepted by the Cal State University Chancellors Office as meeting General Education requirements for all Cal State Universities. He has nearly two decades experience teaching Personal Finance and business concepts and making them relatable and understandable to the average person.

20 YEARS OF FINANCIAL SERVICES EXPERIENCE

Joshua’s experience in financial services dates back to the late ‘90s when he was the Director of Marketing for an independent tech-investment research firm. He was also a Vice President for a federal credit union prior to the 2008 recession.

Currently he is the founder of Purposeful Strategic Partners, a fee-only and fiduciary financial planning firm specializing in working with business owners and young families.

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Education-Only 

Educational programs are presented to provide unbiased information and help improve the financial lives of attendees. Presenters are required to be legally held to the fiduciary standards and are not allowed to be licensed to sell commissioned financial products.

No sales pitches are allowed before, during, or after the seminars.

Non Profit

Purposeful Finance is a 501(c)(3) nonprofit organization, dedicated to expanding financial literacy by providing low-cost and free financial planning resources. IRS ID: 82-4392585

Program fees are exclusively used to pay for the seminar costs and to support other financial literacy programs.