Best 30 Financial Planners in Vancouver, WA with Reviews - YP.com

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09/21/2017
By: Phyllis H.
True Path Capital Strategies, LLC
Josh Tschirgi has been my financial planner and adviser for almost two years now. He has been like a godsend to me after losing my husband in late 2015; and besides dealing with the grieving of my loss, I felt overwhelmed in trying to figure out what to do with our marital assets and investments that were, quite frankly, all over the place and at risk. I did not have a feel for what my widowed income would be while simultaneously making certain I did not outlive my assets.Josh spent untold countless hours on the telephone with me for close to a year as we reviewed each account one by one, and he recommended alternatives for me that would help bulletproof my many mutual fund accounts into less risky investments with high-as-possible returns. He will take his time to get to know you, your risk tolerance, your goals and retirement plan dreams, and most impressive to me is his patience in describing how each new investment works, the up- or downside of each, the potential, the surrender schedule if an annuity, and the various and often confusing riders offered with annuity products and offer his recommendation on which rider(s) would be beneficial in your particular financial situation.Josh Tschirgi is like no other Certified Financial Planner you will ever work with, and if you've worked with a number of different advisers over the years as I have, you will immediately appreciate the difference! Josh will work very hard to earn your business, trust, confidence, and even friendship. He has the integrity, moral fiber, and business ethics you can only hope for in a financial adviser. Josh looks out for YOUR best interest, not his own! And by conducting himself with this high ethical code, his business increases based upon "word of mouth" from clients! And as a happy client of TruePath Capital Strategies, I can highly recommend Josh Tschirgi as your financial planner.
09/03/2017
By: Shirlee W.
True Path Capital Strategies, LLC
Josh has been our financial planner for four years. Previously, we had our accounts with the local Edward Jones office. Our investments performed reasonably well with Edward Jones, although many years had passed since the last time we had spoken to our advisor there.In 2013, we met with Josh in our home. Needless to say, we hired him a few weeks later. In his review of our estate plan, he helped us immensely by spotting an issue with how our children were set up to inherit our money. This was no small issue. He immediately introduced us to a very competent estate planning attorney who met with us and helped us revise our will and draw up a revocable trust. Josh was involved in all of the meetings and was there to explain the more complex facts that the attorney presented. Josh is also knowledgeable and conscious of tax considerations. Near the end of each tax year, he meets with us to calculate and process our required minimum distributions of our IRA. While we stay involved in the process, Josh is our trusted advisor for finances. We are in our senior years, and it's important to us that we understand our financial portfolio. We want to be assured that there is a sound plan in place for the future. Josh has done that for us! We are getting much better service and advice with Josh than we received from our previous financial advisor. We recommend him to anyone who wants to know what their options are!
09/14/2017
By: Earl F.
True Path Capital Strategies, LLC
I was looking to make a long term investment pertaining to my retirement finances. Josh was appointed as my financial advisor and consultant after I had left a voicemail message with his agency. Josh assisted me in making a prudent decision regarding my retirement finances. Josh is very knowledgeable, polite, patient, caring and does not pressure his clients into making an immediate decision regarding their finances. He explained everything to my satisfaction and he always take the time to entertain questions. Josh's administrative assistant, Debbie was the ultimate professional as she was responsible for preparing, organizing and submitting the paperwork. Josh is highly qualified to handle any financial situation and I would definitely refer customers to him without hesistation.
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09/18/2017
By: Adam P.
True Path Capital Strategies, LLC
I have used Josh as my financial advisor for the past 5+ years. I would recommend him to anyone that likes to have a personal relationship with their adviser. I frequently speak with Josh and we meet for coffee and talk shop. He is very friendly and calls you on your birthday every year. If you have a financial adviser that never or rarely checks in with you and want more, look no further. Beyond the relationship is a sound strategy that gets results, no pie in the sky risky business. Just a sound and thought out plan for my unique situation.
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09/02/2017
By: Martha T.
True Path Capital Strategies, LLC
My husband and I continue to turn to Josh for financial advice. He has helped shape the direction of our financial future, and his advice always puts us in a better place than we were. He is a breath of fresh air in a crowded industry of suit salesman. He is attentative to our questions and needs, has a delightful spark of humor, and views our relationship in an ongoing manner. His financial knowledge is remarkable and he communicates that knowledge in many ways, always making sure we understand. We highly recommend Josh.
08/29/2017
By: Kasie J.
True Path Capital Strategies, LLC
I had a different financial planner for 15 years, but when I started meeting with Josh, I finally understood my financial portfolio, my investments and my retirement plan, and I was able to retire earlier than I had expected! One thing I liked about Josh is that he was not pushy. He took the time to listen and explain things, and never seemed to mind answering all of my questions.I'd recommend Josh to anyone who wants to grow their investments, prepare for retirement, or just understand their financial situation better.
09/12/2017
By: Jolene B.
True Path Capital Strategies, LLC
With retirement fast approaching, I set about searching for a financial advisor who would help me put in place a secure income stream. How to find a true fiduciary amongst all the financial advisors with various certifications? I first spoke with Josh almost a year ago while researching annuities. He was extremely knowledgeable and very patient in explaining my investment options. I feel I have found an advisor who will always put my best interests first, who honors his fiduciary duty as a CFP.
09/05/2017
By: Ron W.
True Path Capital Strategies, LLC
I had attended a few Financial Planner Dinners at some really nice restaurants before I talked with Josh. It was comforting talking to a Financial Planner that had my interest at heart and not theirs. He customized a Financial plan around my needs and not around his. He spent a lot of time with me explaining several options that best fitted what my wife and I were looking for. If you are looking for someone that will set up a plan according to your particular needs, Josh will not disappoint.
09/07/2017
By: Bryan A.
True Path Capital Strategies, LLC
Josh and I have begun an excellent business relationship over the past several months. I have witnessed his integrity on several occasions that leave no doubt he takes a fiduciary approach to serving his clients. For an honest and straightforward opinion I would not hesitate to recommend Josh for his industry knowledge and common sense approach to financial planning.
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08/30/2017
By: Matthew I.
True Path Capital Strategies, LLC
I have had the pleasure of working with Josh for over a year now and have had a phenominal experience with him and his team. Considering his understanding of the business and engaging work ethic, I would highly recommend Josh to anyone looking for an experienced professional with a talent for simplifying even the most complex financial decisions.

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