BRUCE HOSLER

Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in since 1997. His primary focus has used wise financial strategies to help lower taxes and protect and preserve wealth for his clients. Using a consultative wealth management process, Bruce combines his tax knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to provide synergistic advanced financial planning and tax strategies for his clients in both Prescott and Scottsdale.

{custom_meta_description=Bruce Hosler - CEPA, AIF, CFP, CPWA, EA - Hosler Wealth Management - Prescott, Arizona, city=Prescott, cepa_since=2020, display_country=United States, cohortium_badges=[cepa-5-year-member.png], profile_description=

Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in since 1997. His primary focus has used wise financial strategies to help lower taxes and protect and preserve wealth for his clients. Using a consultative wealth management process, Bruce combines his tax knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to provide synergistic advanced financial planning and tax strategies for his clients in both Prescott and Scottsdale.

, hs_object_source_label=IMPORT, url_slug=bruce-hosler, profile_image=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Bruce-Hosler-263x280.png, lname=Hosler, designations=[AIF, CEPA, CPWA, CFP-2, EA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MAY%202020/Hosler-Bruce-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394692, cohortium_profile_title=Bruce Hosler | Wealth Manager at Hosler Wealth Management | CEPA™ since 2020 | CEPA Connect Member, state=Arizona, hs_was_imported=true, id=2835700073, designations__text_=CEPA, AIF, CFP, CPWA, EA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Bruce Hosler, email=bruce@hoslerwm.com, cohortium_meta_description=Connect with Bruce Hosler, a specialized Wealth Manager working with Hosler Wealth Management based in Arizona. Credentials include: CEPA, AIF, CFP, CPWA, EA., associated_contact_record_id=1050616, website=https://www.hoslerwm.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MAY%202020/1791_Hosler-B_CEPA-Certificate_2020-MAY-MC.pdf, is_editable=editable, url_slug_2=bruce-hosler, impersonate_user_url=https://exit-planning-institute.org/member-detail/bruce-hosler?impersonation=true, full_name=Bruce Hosler, hs_lastmodifieddate=1766024039584, phone=(928) 778-7666, company_name=Hosler Wealth Management, name=Bruce, hs_object_id=2835700073, associated_resources=0, hs_object_source=IMPORT, postal_code=86303, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=27899400}