Joshua Escalante Troesh
Purposeful Strategic Partners
Joshua Escalante Troesh
Purposeful Strategic Partners
If your only goal is to increase your account balance, it just becomes a number on a piece of paper mailed to you monthly. I work with clients to help them align their finances with their values to build the life they want, both now and in the future. - Joshua Escalante Troesh, CFP®
Fee-Only financial planner located near Rancho Cucamonga, CA, serving clients locally and across the country
Joshua Escalante Troesh is a Rancho Cucamonga, CA fee-only financial planner serving clients across the U.S. Purposeful Strategic Partners provides comprehensive financial planning, investment management and tax planning to help entrepreneurs and young families organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joshua Escalante Troesh is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joshua Escalante Troesh is a Tenured Professor of Business and Certified Financial Plannerwho works with people across the country on their finances. He has over 20 years of financial services experience including as a credit union executive and a partner in an independent tech stock research firm during the late 90s.
Joshua works with all types of people, but he does specialize in helping people navigate two of the great adventures in life: growing a business and building a family. Through comprehensive financial planning, he guides business owners, young professionals, and other clients toward living their great life, both now and in the future.
I believe financial planning should be a profession rather than an industry – that advisors should act more like doctors than car salesmen. When you go to a doctor, you expect the best diagnosis for your health, not to be sold a product. The same should be true of your financial planner.
Before I began my journey to becoming a financial advisor, I wanted to make sure I would be entering a profession. Teaching is a profession because it is dedicated to improving the lives of the students, not enriching the professors. Sadly, what I saw in much of financial planning was an industry that created products and hired sales representatives to push the products. But I also saw a noble version of financial planning as a service profession where a trusted advisor helped guide clients toward their life goals.
I take an integrated approach that considers your entire financial picture. Planning goes beyond investments and retirement to incorporate cash flow analysis, tax planning, risk management, business advising, career development, debt management, estate planning, and more.
I view money as a tool to help you achieve your great life, both now and in the future. I begin by understanding your life goals and then develop your plan to help you achieve them. Every plan and every recommendation is designed with one goal in mind: to get you to your goals.
Joshua Escalante Troesh is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Purposeful Strategic Partners grew out of a professor's desire to continue educating and helping students from his Personal Finance class. In 2016, Joshua Escalante Troesh created a website to allow alumni to ask questions about their finances, and shortly after he began publishing articles on personal finance topics. The original website, Purposeful Finance, still exists today as a 501(c)(3) Non Profit dedicated to providing free and low-cost financial planning resources and financial literacy education.
Wanting to take a more active role in helping people, Joshua saw a comprehensive financial planning practice as a way to change people's lives over the long-term. In 2018, Joshua established Purposeful Strategic Partners as an independent fiduciary and fee-only Registered Investment Advisor firm.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Joshua Escalante Troesh is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Joshua Escalante Troesh is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Joshua Escalante Troesh is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Joshua Escalante Troesh is the Founder of Purposeful Finance, a non-profit financial literacy and advocacy organization
Joshua Escalante Troesh is Quoted in US News and World Report: "Pros and Cons of Investing in Private Securities"
Joshua Escalante Troesh is Quoted on CNBC: "5 Investment Tips for Beginners Who Just Graduated College"
Joshua Escalante Troesh is Quoted in Forbes: "What Does The Future Hold For Financial Advisors?"
Joshua Escalante Troesh is Quoted in Forbes: "7 Investment Secrets You Need To Know"
Joshua Escalante Troesh is Quoted on Consumer Reports: "Your July Financial To-Do List"
Joshua Escalante Troesh is Quoted on The Huffington Post: "Brokerage Companies That Let You Trade For Free"
Joshua Escalante Troesh is Quoted on TheStreet.com: "SEC Commissioner Calls for Review as Buybacks Surge to $4.7 Billion a Day"
Joshua Escalante Troesh is Quoted on Business.com: "What Are 7702 Plans and How Can They Be Used for Retirement?"
Joshua Escalante Troesh is Quoted on Fit Small Business: "Robo Advisors: What They Are & Who They’re Right For"
Joshua Escalante Troesh is Quoted on Fundera: "Seller Financing for Business: How to Tell If It Could Work"
Joshua Escalante Troesh is Quoted on Fiduciary News: "The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)"
Joshua Escalante Troesh is Quoted on grow by Acorns: "5 Money Moves to Make When You Land a New Job"
Joshua Escalante Troesh is Quoted on Fiduciary News: "How QDIAs Have Changed the Fiduciary Role of 401k Plan Sponsors"
Joshua Escalante Troesh is Quoted on Fiduciary News: "7 Steps to Teach Your Child Good Financial Habits"
Joshua Escalante Troesh is Quoted on Self.com: "What Financial Planners Want You to Know Before You Donate to Charity"
Joshua Escalante Troesh is Quoted on StudentLoanHero.com: "How to Deduct Home Improvement Loan Interest on Your Taxes"
Joshua Escalante Troesh is Quoted in US News and World Report: "No Right Time for Market Timing"
Joshua Escalante Troesh is Quoted in US News and World Report: "7 Alternatives to Investing With Big Brokerages"
Contact Joshua Escalante Troesh
5428 Vinmar Ave
Alta Loma, CA 91701