Joseph Powanda, CFP® Promoted to Wealth Advisor at Bay Point Wealth
April 15, 2024
Wednesday, April 03, 2024 (Annapolis, MD) – Bay Point Wealth proudly announces the promotion of Joseph Powanda, CFP®, to the position of Wealth Advisor. This advancement reflects Joe’s unwavering dedication to professional growth and development.
"I am honored to accept this promotion and am excited to deliver comprehensive wealth management to our clients while continuing to grow professionally. I am grateful to work alongside the world-class team at Bay Point" said Joe, expressing enthusiasm for his new role.
Joe began his journey with Bay Point in May 2021 as an Associate Advisor, committed to honing his skills and expertise. Within just over a year, he successfully passed the rigorous CFP® Certification Examination to become a CERTIFIED FINANCIAL PLANNER™ professional. Currently, Joe is pursuing his Certified Private Wealth Advisor® (CPWA®) designation to further expand his expertise in addressing the unique and complex needs of ultra-high-net-worth individuals and other sophisticated investors.
Bill Hufnell, Founder & Principal of Bay Point Wealth, expressed his admiration for Joe's contributions, stating, "Joe is a valuable member of our team. His steadfast dedication and passion for professional advancement truly shine through in his commitment to assisting our clients in realizing their financial aspirations. We are thrilled for Joe to join the elite group of wealth advisors within our firm."
Bay Point Wealth stands as a premier financial advisory firm, offering personalized services tailored to executives, entrepreneurs, and business owners. The team is comprised of advisors who are all members of NAPFA and hold the CFP® certification, which ensures that they have the knowledge and experience to provide high-quality, independent financial advice to their clients. The team's expertise in various areas such as cash flow management, tax planning, insurance planning, retirement planning, and estate planning helps clients achieve their financial goals and take control of their financial future. Bay Point Wealth operates as a fiduciary, prioritizing the best interests of its clients above all else. For more information about Bay Point Wealth and its comprehensive range of services, please visit www.baypointwealth.com.
"I am honored to accept this promotion and am excited to deliver comprehensive wealth management to our clients while continuing to grow professionally. I am grateful to work alongside the world-class team at Bay Point" said Joe, expressing enthusiasm for his new role.
Joe began his journey with Bay Point in May 2021 as an Associate Advisor, committed to honing his skills and expertise. Within just over a year, he successfully passed the rigorous CFP® Certification Examination to become a CERTIFIED FINANCIAL PLANNER™ professional. Currently, Joe is pursuing his Certified Private Wealth Advisor® (CPWA®) designation to further expand his expertise in addressing the unique and complex needs of ultra-high-net-worth individuals and other sophisticated investors.
Bill Hufnell, Founder & Principal of Bay Point Wealth, expressed his admiration for Joe's contributions, stating, "Joe is a valuable member of our team. His steadfast dedication and passion for professional advancement truly shine through in his commitment to assisting our clients in realizing their financial aspirations. We are thrilled for Joe to join the elite group of wealth advisors within our firm."
Bay Point Wealth stands as a premier financial advisory firm, offering personalized services tailored to executives, entrepreneurs, and business owners. The team is comprised of advisors who are all members of NAPFA and hold the CFP® certification, which ensures that they have the knowledge and experience to provide high-quality, independent financial advice to their clients. The team's expertise in various areas such as cash flow management, tax planning, insurance planning, retirement planning, and estate planning helps clients achieve their financial goals and take control of their financial future. Bay Point Wealth operates as a fiduciary, prioritizing the best interests of its clients above all else. For more information about Bay Point Wealth and its comprehensive range of services, please visit www.baypointwealth.com.
Contact:
Amy Francis, Marketing Director
afrancis@baypointwealth.com, (410) 626-8198
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