Bruce  Hosler, CFP® - Financial Advisor

Bruce Hosler, CFP®

EA, CPWA®,AIF®,CEPA®

Founder & Principal

Hosler Wealth Management LLC

700 S Montezuma St
Prescott, AZ 86303

Hosler Wealth Management LLC

7400 E Pinnacle Peak Rd Suite #100
Scottsdale, AZ 85255-3566
FINANCIAL ADVISOR'S WEBSITE
(928) 778-7666
(480) 994-7342
CONNECT WITH Bruce
  • facebook link
  • linkedin link
  • youtube link

General

Bruce Hosler, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Hosler Wealth Management LLC in Prescott, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent, CEPA®

Insurance Licenses

  • Life insurance: AZ
  • Health/disability insurance: AZ
  • Fixed annuities: AZ
  • Variable annuities: AZ

Broker-Dealer Affiliation

Commonwealth Financial Network®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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