Meet Professor Joshua Escalante Troesh
CFP | MBA
Creator of Financial Launch
Two Decades of Experience
Professor Joshua Escalante Troesh, CFP | MBA
Josh has over two decades' experience guiding people on their finances as a Tenured Professor of personal finance, as a fiduciary financial advisor, and as the founder of a financial planning non-profit organization. 
He has been quoted in dozens of media including Consumer Reports, Forbes, and CNBC and was ranked the #1 financial advisor nationally by Investopedia Advisor Insights. 
Tenured  Professor &  Non-profit  Founder 
Joshua is a Tenured Professor of personal finance and entrepreneurship and the founder of Purposeful Finance, a financial planning 501(c)3 nonprofit. 
- Developed Personal Finance curriculum adopted by numerous California Community Colleges 
- Personal Finance curriculum approved as General Education by the Cal State University system. 
- Founder of Purposeful Finance, a financial planning non-profit providing resources to over a quarter-million individuals and families annually. 
- Purposeful Finance articles distributed through Apple News.
Certified Financial Planner 
Joshua is a CFP advisor and a registered investment advisor* who works with clients across the country on their complex financial planning needs. 
- Ranked #1* Financial Advisor nationally by Investopedia Advisor Insights 
- Owner of Purposeful Strategic Partners, a registered investment advisory firm providing comprehensive financial planning services including: 
- Planning for major life events 
- Multi-decade tax planning 
- Estate and legacy planning 
- Risk management and insurance analysis 
- Investment advising/management 
- Retirement planning 
- And more
Related Experience 
Co-Owner of Financial Coaches Network, which provides resources to financial coaches to help them successfully help their clients. 
College Academic Senate executive board as the Vice President of Finance and member of the college’s Planning and Budgeting Committee. He was also the Finance Resources & Accounting Co-Chair for the college’s accreditation.  
C-Level Vice President of a credit union in the years leading up to the 2008 financial crisis, which provided him with an inside perspective to the largest global financial crisis in modern history and the biggest market crash since the Great Depression. 
Director of Marketing for an independent stock research firm in the late 90s specializing in technology and internet stocks. Again, providing an inside perspective of one of the major financial events in history. Promise, he’s not the cause of these things. 
Josh is Regularly Quoted…
A College Course That Actually Makes a Difference
Joshua teaches his Personal Finance class as though his students were clients – there aren’t any traditional homework assignments and no ‘fix this fake person’s budget’ B.S. Instead, students develop their own financial plans throughout the course and even tests are focused on figuring out the best choice for real-life situations they will face. Want to see? Here are the assignments and the rest of the syllabus for the course.
As a Tenured Professor focusing on Personal Finance, Joshua has every ‘type’ of person in his classes – including those who reflect exactly who you are. In fact, only about ½ of ‘students’ in his Personal Finance courses are the traditional college students you are thinking of.
Get FREE Tools and Resources to Help Improve Your Financial Management
Launchpad Free Mini Online Course
Free mini-course to help you appreciate the quality of the full Launch program and provide you with four important lessons. Register today and get immediate access.
Estate Plan Info Sheet
Download this free handy PDF highlighting key information and tips for estate planning. An excellent time-saving tool for everyone.
Easy to Use Budget Worksheet
Manage your budget with this handy and easy to use Excel worksheet. Download it now and get started taking control with budgets.
*Ranked #1 advisor on Investopedia Advisor Insights from November 2018 until Investopedia discontinued Advisor Insights. Investopedia Advisor Insights ranking based upon the helpfulness of answers to questions posted on the Investopedia website as voted by Investopedia’s audience. The ranking does not consider investment returns, client satisfaction, or other factors. Registration as an investment advisor refers to the legal licensing of the advisor and their fiduciary duty to their clients. Registration as an investment advisor does not imply a certain level of skill or training as the CFP certification does.
