Joshua D. Escalante Troesh
PURPOSEFUL STRATEGIC PARTNERS
Alta Loma, CA
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CRD#: 6910288
Professional summary
Joshua Daniel Escalante Troesh, CFP®, who also goes by Joshua Daniel Troesh, is a registered financial advisor currently at PURPOSEFUL STRATEGIC PARTNERS located in Alta Loma, California.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Business Owners
Corporate Executives
High Net Worth Client Needs
Real Estate Investments
Retirement Planning & Distribution Rules
Tax Planning
Biography
Joshua is a Tenured Professor of Business who works with people across the country on their finances. He has over 20 years of financial services experience including as a C-level credit union executive in the mid 2000s and a partner in an independent tech-stock research firm during the late 90s. Joshua has been quoted in Forbes, Consumer Reports, CNBC, US News & World Report, and many other media.
From Josh
I 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 advisor.
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, insurance, 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.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Small Business Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Business Succession Planning
Are you a "fiduciary"?
Yes
Aliases
Joshua Daniel Troesh
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Daniel Escalante Troesh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
March 8, 2018 - Present
PURPOSEFUL STRATEGIC PARTNERS
RIA
CRD#: 292853
Alta Loma, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(5/31/2024)
IAR
California(3/8/2018)
Current Firm
PURPOSEFUL STRATEGIC PARTNERS
ESCALANTE TROESH, JOSHUA, DANIEL | PURPOSEFUL STRATEGIC PARTNERS
CRD#: 292853 / SEC#:
Arizona
Registered Investment Advisory firm - (5/31/2024 Approved)California
Registered Investment Advisory firm - (3/8/2018 Approved)PREMIUM
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Contact information
Main Address
Alta Loma, CA
Mailing Address
Phone number
(213) 267-7840
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 9,920,300 |
Red Flags
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