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 and 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 The Wall Street Journal, Forbes, Consumer Reports, CNBC and more. And he was ranked the #1 financial advisor nationally by Investopedia’s Advisor Insights* two years in a row (until they discontinued Advisor Insights).
Background Key Highlights
2018 & 2019
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 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
