Purposeful SP_LOGO-01RGB - Joshua Escalante Troesh
headshot - Joshua Escalante Troesh
Joshua Escalante Troesh, CFP®
Purposeful Strategic Partners
Logo Service Mark - Joshua Escalante Troesh

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5428 Vinmar Ave, Alta Loma, CA 91701

Issues and needs

Occupational specialties

Business Owners, Academics, Attorneys, Therapists, Teachers, Tech, Engineers and Architects, Real estate, Family Businesses/Family Enterprises

About

Josh is a Certified Financial Planner and Tenured Professor of business specializing in helping people align their finances with their Values and Purpose. He has been quoted in articles in dozens of media including Forbes, Consumer Reports, CNBC and more. And has two-decades experience guiding entrepreneurs and families as a CFP® fiduciary financial advisor; Tenured Professor of Personal Finance and Entrepreneurship; business consultant; and founder of Purposeful Finance, a 501(c)3 nonprofit. Josh teaches Personal Finance and Entrepreneurship courses as a Tenured Professor at El Camino College in Los Angeles. He has written personal finance and entrepreneurship curriculum that has been adopted by multiple community colleges. His personal finance curriculum has been accepted by the CSU Chancellors Office as meeting general education math requirements for all Cal State Universities. Aligning Finances with Values and Life Purpose

Professional Specialty Areas

Issues and needs

Occupational specialties

Business Owners, Academics, Attorneys, Therapists, Teachers, Tech, Engineers and Architects, Real estate, Family Businesses/Family Enterprises

Languages

English

Religious/Spiritual

Disability/Ability

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual

Racial Identities

First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual

Country

Service Area

Type of Service

Coaching, Financial Planning, Investment Management, Accounting, Estate Planning

Practitioner Gender

Male

Fee Structure

Flat fee, Hourly, Assets under management

Practitioner Designations and Qualifications

Financial Therapy Designations

Mental Health Designations

Financial Designations

Certified Financial Planner

Education

Masters in Financial Planning

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