Bruce D. Wise,  CFP<sup>&reg;</sup> - Financial Advisor

Bruce D. Wise, CFP®

TGPC

Retirement Specialist

Wise Capital Partners

1801 Kingwood Dr, Ste 160
Kingwood, TX 77339
(281) 360-9473

General

Bruce Wise is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wise Capital Partners in Kingwood, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Tax-Exempt & Governmental Plan Consultant (TGPC)

Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Retirement, Women's Finances

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Helpful Financial Planning Resources