William J. “Billy” Hufnell, CFP®, achieves Certified Private Wealth Advisor® (CPWA®) designation
March 08, 2023
February 22, 2023
Contact: Bill Hufnell
Bay Point Wealth
bhufnell@baypointwealth.com
410-626-8198
FOR IMMEDIATE RELEASE: William J. “Billy” Hufnell, CFP®, achieves Certified Private Wealth Advisor® (CPWA®) designation.
Thursday, February 22, 2023 (Annapolis, MD) – Bay Point Wealth is proud to announce that Billy Hufnell has successfully passed the Certified Private Wealth Advisor® (CPWA®) exam and has become a Certified Private Wealth Advisor®.
The CPWA® designation is a globally recognized, advanced certification program designed specifically for advisors who serve high-net-worth clients. The rigorous curriculum covers topics such as investment management, tax planning, estate planning, and retirement planning, as well as the unique needs and expectations of wealthy individuals and families.
With this designation, Billy has demonstrated a comprehensive understanding of the complex financial needs of high-net-worth clients and has committed to upholding the highest standards of professional practice in serving their financial needs.
“I am very proud that Billy has achieved the CPWA® designation,” said Bill Hufnell, Managing Member at Bay Point. “This achievement reflects Billy’s dedication to providing the best possible advice and guidance to our clients, and we are thrilled for him to join the elite group of financial advisors who have earned this designation.”
Bay Point Wealth is a financial advisory firm that offers comprehensive financial planning services to families and business owners. The firm's Private Client team assists clients with even the most complex financial planning needs. This team is composed 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 has offices located in Annapolis and Stevensville MD. For more information, please visit our website at www.baypointwealth.com.
Contact: Bill Hufnell
Bay Point Wealth
bhufnell@baypointwealth.com
410-626-8198
FOR IMMEDIATE RELEASE: William J. “Billy” Hufnell, CFP®, achieves Certified Private Wealth Advisor® (CPWA®) designation.
Thursday, February 22, 2023 (Annapolis, MD) – Bay Point Wealth is proud to announce that Billy Hufnell has successfully passed the Certified Private Wealth Advisor® (CPWA®) exam and has become a Certified Private Wealth Advisor®.
The CPWA® designation is a globally recognized, advanced certification program designed specifically for advisors who serve high-net-worth clients. The rigorous curriculum covers topics such as investment management, tax planning, estate planning, and retirement planning, as well as the unique needs and expectations of wealthy individuals and families.
With this designation, Billy has demonstrated a comprehensive understanding of the complex financial needs of high-net-worth clients and has committed to upholding the highest standards of professional practice in serving their financial needs.
“I am very proud that Billy has achieved the CPWA® designation,” said Bill Hufnell, Managing Member at Bay Point. “This achievement reflects Billy’s dedication to providing the best possible advice and guidance to our clients, and we are thrilled for him to join the elite group of financial advisors who have earned this designation.”
Bay Point Wealth is a financial advisory firm that offers comprehensive financial planning services to families and business owners. The firm's Private Client team assists clients with even the most complex financial planning needs. This team is composed 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 has offices located in Annapolis and Stevensville MD. For more information, please visit our website at www.baypointwealth.com.
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