Joshua Escalante Troesh CFP®
Josh has over two-decades experience guiding entrepreneurs and families as a CFP® fiduciary financial advisor; Tenured Professor of Personal Finance and Entrepreneurship; business consultant; and founder of Purposeful Finance, a 501(c)(3) nonprofit.
Josh teaches Personal Finance and Entrepreneurship courses as a Tenured Professor at El Camino College in Los Angeles. He has written personal finance and entrepreneurship curriculum that has been adopted by multiple community colleges. His personal finance curriculum has been accepted by the CSU Chancellors Office as meeting general education math requirements for all Cal State Universities.
He has been quoted in articles in dozens of media including Forbes, Consumer Reports, CNBC and more. And he was ranked the #1 financial advisor nationally by Investopedia’s Advisor Insights*.
Background Key Highlights
2020
- Provided Pro-Bono financial planning to dozens affected by the Covid-19 Pandemic
- Co-founded Financial Coaches Network to assist financial coaches in provided financial guidance to more people
2019
- Became a Certified Financial Planner®
- Ranked #1 nationally by Investopedia Advisor Insights*
2018
- Licensed as a Registered Investment Advisor* and founded Purposeful SP
- Completed the CFP® coursework at UCLA and passed CFP® Board exam
- Ranked #1 nationally by Investopedia Advisor Insights*
2016
- Founded Purposeful Finance to provide financial planning resources to former students and the public
- Now a 501(c)(3) nonprofit providing resources to hundreds of thousands annually
2013
- Began as a tenure-track then tenured professor specializing in personal finance and entrepreneurship at El Camino College
2006
- Began as a credit union Vice President of Marketing and Business Development
2000
- Began teaching business and entrepreneurship courses as an adjunct professor at Fullerton College and other institutions
1999
- Began as InvestorIQ.com’s Direct of Marketing
(One of the industry’s first independent stock research platform specializing in tech and internet stocks) - Earned MBA, Suma Cum Laude, from Azusa Pacific University
Kayla Phillips CFP®
From a young age, Kayla has always had a heart for helping people with their finances. She is passionate about seeing the trajectory of people's lives change and helping clients align their money with purpose and values.
Kayla initially started her career in Corporate Finance as a Financial and Treasury Analyst. While Kayla enjoyed analyzing trends within corporate budgets, she felt a void because her work didn't directly impact people's lives nor set them up for financial success.
Kayla transitioned careers to wealth management in 2021 and obtained the Certified Financial Planner certification to commit herself to the professional standards of the financial planning profession. Outside of work, Kayla enjoys playing tennis, working on house projects, and spending time with friends/family.