Bruce Hosler
AUTHOR

Bruce Hosler

Money & Finance
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Bruce Hosler, EA, CFP®, CPWA®, AIF®, CEPA®, founder and principal of Hosler Wealth Management LLC, is not just another financial advisor. Recognized as a top-tier professional with over 27 years of experience, Bruce has consistently been named to the prestigious Forbes Best-in-State Wealth Advisors* in Arizona list for seven consecutive years. His commitment to protecting and preserving wealth for clients shines through every aspect of his work. Bruce’s expertise lies in a specialized blend of tax and financial planning, wealth and investment management, and advanced tax-free legacy strategies. As an enrolled agent and a CERTIFIED FINANCIAL PLANNER™ professional, he brings a synergistic approach to financial planning. Bruce’s dedication to his craft is evident through his status as a chairman’s level advisor with Commonwealth Financial Network and his long-standing membership in the Ed Slott Master Elite IRA Advisor Group. His impressive career is bolstered by a solid educational background, with a BS from the University of Phoenix, and a rich media history. Bruce has shared his insights as a speaker to the Arizona Society of CPAs and hosts the Protecting & Preserving Wealth Podcast, where he shares valuable knowledge on tax and financial strategies. Bruce’s life is as full and rich as his career. Living with his wife, Laura, in Scottsdale and Prescott, Arizona, he is a dedicated father of five and a proud grandfather of seven. In his downtime, Bruce is an avid golfer, embracing the challenges and tranquility of the course. For those looking to navigate the complexities of tax and financial planning with a seasoned wealth manager who combines professional acumen with personal warmth, Bruce Hosler is your go-to advisor. *2018-2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit Forbes Best-In-State.
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  • Moving to Tax-Free cover art

    • Moving to Tax-Free

    • Strategies for Creating Tax-Free Retirement Income, and Tax-Free Lifetime Legacy Income for Your Children
    • By: Bruce Hosler
    • Narrated by: Bruce Hosler
    • Length: 6 hrs and 40 mins
    • Release date: 15-04-2024
    • Language: English
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