News
ASCPA Converge 2023 Guest Speaker – Bruce Hosler
November 6th, 2023, Guest Speaker Bruce Hosler recently presented on Donor-Advised Funds: The Pros, Cons & Gotchas at CONVERGE23 for the Arizona Society of CPAs, held at the Desert Willow Conference Center in Phoenix, Arizona; this year’s attendance was just over 250 CPAs. Donor-Advised Funds (DAFs) are attractive to clients for many reasons. One of the big reasons is
Forbes Best-In-State Wealth Advisor List In Arizona for 2023 – Bruce Hosler
6th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2023 in Arizona. As the founder of Hosler Wealth Management and with over 25 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is
Forbes Best-In-State Wealth Advisor List In Arizona for 2022 – Bruce Hosler
5th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2022 in Arizona. As the founder of Hosler Wealth Management and with over 25 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is
