Joshua W. Tschirgi Email & Phone Number

Joshua W. Tschirgi is the Founder of True Path Capital Strategies, LLC, a group that works with pre-retirees, retired professionals, and accomplished individuals and families. With over twelve years of experience, Josh serves as a valuable partner for his clients, helping them make well-informed planning decisions coupled with disciplined investment decisions. In this role, he advises clients on charitable giving, estate planning, investment management, insurance, and retirement cash flow planning. His experience in the field equips Josh with broad knowledge and the insights to address complex financial situations. Working with his team, he listens, educates, and outlines the costs and benefits of every situation, and thrives on clients achieving their financial and emotional goals. Throughout each relationship, he orchestrates sound communication and precise implementation across multiple disciplines, working in concert with a client’s tax and legal advisors, as appropriate.Before entering the financial field, Josh received a football scholarship to attend the University of Oregon. In 2007 he was elected team captain by his peers, honored as an all-conference offensive linemen, and earned a Bachelor of Science in Political Science. The intensity and challenges of playing major college football shaped his determination, willingness to prepare, and tenacity to deliver client results. Other interests include golf, real estate, hiking, and following the Oregon Ducks and Seattle Seahawks. Josh and his wife, Melissa, enjoy raising their two children in West Linn, OR. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment adviser. Member FINRA/SIPC. True Path Capital Strategies and IFG are unaffiliated entities. For state licensing information, please visit www.truepathcs.com. Licensed to sell securities in the following states: AL, AZ, CA, CO, FL, GA, ID, MI, MT, NV, NJ, OK, OR, PA, TX, VA, WA, WYThe information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

Listed skills include 401K Rollovers, Customer Service, Finance, Wealth Management, and 18 others.

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  University Of Oregon

  Political Science