Joshua Escalante Troesh (CFP®, MBA)
Joshua Escalante Troesh focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Although I work with all types of people, I do my best work helping people navigate two of the great adventures in life: growing a business and building a family. Through comprehensive financial planning, I guide my clients to living their great life, both now and in the future.
Entrepreneurs
Business owners have unique challenges and opportunities with financial planning. I provide financial planning specifically designed for business owners, including executive coaching on growing their business.
In addition to being a CFP professional, I hold an MBA and have been an owner of multiple businesses myself. As a being a professor of entrepreneurship for nearly 20 years and through my consulting work, I have helped hundreds of business owners and aspiring entrepreneurs start and grow their businesses.
Young Families
Your family has no shortage of worthwhile goals; buying a home, paying off debt, sending your children to college, taking family vacations, securing your retirement, and many, many more. By working with couples as they begin their families, I help them take advantage of the incredible opportunity they have to achieve their goals, build wealth, and change their family tree.
Financial planning not only helps families achieve their great life, but also helps them have a more harmonious marriage. Through my Personal Finance college courses, I have been helping engaged couples and young families to improve their financial lives and their marriage for nearly a decade.
Additional Information
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.
NAPFA Start Date
August 09, 2019
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