About the Presenter

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Joshua Escalante Troesh is a financial planner & a Tenured Professor of Business. He holds an MBA, has passed the rigorous CFP exam, and has been quoted in Forbes, U.S. News & World Report, The Street, Investopedia and other media.

Tenured Professor

Joshua wrote the curriculum for and teaches Personal Finance and Entrepreneurship courses at El Camino College in Torrance, CA. He has nearly two decades experience taking Personal Finance and business concepts and making them relatable and understandable to the average person.

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 prior to the 2008 recession.

Currently he is the founder of Purposeful Strategic Partners, a fee-only and fiduciary financial planning firm specializing in working with business owners and young families.

Quoted In

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Education-Only 

Educational programs are presented to provide unbiased information and help improve the financial lives of attendees. Presenters are required to be legally held to the fiduciary standards and are not allowed to be licensed to sell commissioned financial products.

No sales pitches are allowed before, during, or after the seminars.

Non Profit

Purposeful Finance is a 501(c)(3) nonprofit organization, dedicated to expanding financial literacy by providing low-cost and free financial planning resources. IRS ID: 82-4392585

Seminar fees are exclusively used to pay for the seminar costs and to support other financial literacy programs.