Josh Tschirgi, CFP
True Path Captial Strategies LLC
Certified Financial Planner in West Linn, OR
Address:2292 Rogue Way
West Linn, OR 97068
About Josh Tschirgi
Joshua W. Tschirgi, CFP®, is the Founder and Lead Wealth Advisor of True Path Capital Strategies, LLC, where he provides fiduciary financial planning and investment guidance to individuals and families. With more than fifteen years of experience in the financial services industry, Josh helps clients make confident, well-informed decisions through disciplined planning and long-term wealth management strategies. Josh works with clients across a wide range of financial planning needs, including retirement income planning, investment management, estate planning, charitable giving, and insurance strategies. His experience allows him to simplify complex financial matters, clearly outline available options, and help clients understand the tradeoffs involved in each decision.
Professional Profile
Education and Degrees
2007 University of Oregon BS in Political Science
Professional Credentials:
- CFP - Certified Financial Planner
Languages
Josh Tschirgi provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Comprehensive Financial Planning
- Education Planning
- Estate Planning
- Insurance Planning
- Investment Planning
- Long-term Care
- Retirement Planning
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Josh Tschirgi2292 Rogue Way
West Linn, OR 97068
Phone Number:
Click to Show
Website:
http://www.truepathcs.com
More Certified Financial Planners
Looking for a financial advisor located near West Linn, Oregon? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.