Fee-only & fiduciary

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Financial Planning

Fiduciary advice on investments, retirement, business ownership, college funding, debt management, career development, tax planning, & more.

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Comprehensive Financial Planning

Fee-Only & Fiduciary

A plan only takes you so far. We partner with our clients to offer guidance, education, and accountability to ensure financial plans are implemented and life goals are achieved.


For Your Family

Live your great life, both now and in the future. Financial planning helps you balance your goals for today (like kitchen remodels, a new car, or family vacations) with your goal for the future (like retirement, or funding college education).


For Your Business

As a Registered Investment Advisor, we are held to the highest fiduciary standard in the industry. We are required to serve our clients' interests first in all aspects of planning and to fully disclose potential conflicts of interest. This isn't just a policy for us, it's a legal obligation.


For Your Employees

Provide your employees with valued benefits, which have been proven to increase company loyalty and employee productivity.

  • 401(k) and other Retirement Plans

  • Financial Wellness Programs

  • Health Savings Accounts


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About

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Comprehensive Financial Planning

Fee-Only & Fiduciary

We believe financial planning should be a profession rather than an industry - that planners 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.


Fee-Only

As fee-only financial planners, we only accept compensation directly from our clients for the advice we provide. Meaning we don't have the typical conflicts of interest which come  from commissions, kickbacks, or other forms of hidden compensation. Our loyalty is to our clients. 


Fiduciary

As a Registered Investment Advisor, we are held to the highest fiduciary standard in the industry. We are required to serve our clients' interests first in all aspects of planning and to fully disclose potential conflicts of interest. This isn't just a policy for us, it's a legal obligation.


Comprehensive

We take an integrated approach which considers your entire financial picture. Planning goes beyond investments and retirement to incorporate all of your goals and includes cash flow analysis, tax planning, risk management, career development, debt management, estate planning, and more. 


Life Planning

We view money as a tool to help you achieve your great life, both now and in the future. We begin our planning process by understanding your life goals, and then develop recommendations to help you achieve them. Every plan and every recommendation is designed with one goal in mind: to get you to your goals.


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Without Purpose, money has no meaning. If your goal is to increase your wealth, at some point it just becomes a number on a piece of paper.
— Joshua D. Escalante Troesh
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Background & Experience

Your Adviser

Joshua Escalante Troesh is the owner of Purposeful Strategic Partners and a Tenured Professor of Business. He has passed the rigorous CFP exam and has been quoted in Forbes, U.S. News & World Report, The Street, and Investopedia.

TENURED PROFESSOR: 

Joshua is a Tenured Professor of Business at El Camino College in Los Angeles where he heads up the Entrepreneurship program at the college. He also teaches Personal Finance courses to college students and the broader community.

Business Consultant:

Over the past 20 years as a business consultant and professor of entrepreneurship, Joshua has worked with over a thousand business owners; helping them to build and grow their businesses.

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 during the 2008 recession. These experiences offer a unique inside perspective on the events which have shaped the modern investing landscape. 

Financial Literacy Advocate:

Joshua founded and runs a financial literacy and education non-profit organization, Purposeful Finance. The organization offers financial education seminars, a free personal financial planning challenge, and financial planning articles distributed through Apple News and it's own website.