About Joshua Escalante Troesh, CFP | MBA
Our Founder
Josh has over 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.
He has been quoted in articles in dozens of media including Forbes, Consumer Reports, CNBC and more. And he was ranked the #1 financial advisor nationally by Investopedia’s Advisor Insights*.
Background Key Highlights
2020
Provided Pro-Bono financial planning to dozens affected by the Covid-19 Pandemic
Co-founded Financial Coaches Network to assist financial coaches in provided financial guidance to more people
2019
Became a Certified Financial Planner®
Ranked #1 nationally by Investopedia Advisor Insights*
2018
Licensed as a Registered Investment Advisor* and founded Purposeful SP
Completed the CFP® coursework at UCLA and passed CFP® Board exam
Ranked #1 nationally by Investopedia Advisor Insights*
2016
Founded Purposeful Finance to provide financial planning resources to former students and the public
Now a 501(c)3 nonprofit providing resources to hundreds of thousands annually
2013
Began as a tenure-track then tenured professor specializing in personal finance and entrepreneurship at El Camino College
2006
Began as a credit union Vice President of Marketing and Business Development
2000
Began teaching business and entrepreneurship courses as an adjunct professor at Fullerton College and other institutions
1999
Began as InvestorIQ.com’s Direct of Marketing
(One of the industry’s first independent stock research platform specializing in tech and internet stocks)
Earned MBA, Suma Cum Laude, from Azusa Pacific University
