Bay Point Wealth Management

Web Site: www.baypointwealth.com
Location: Annapolis, Maryland
Contact: William Hufnell
Phone:  410-626-8198

Email:  [email protected]

William J. Hufnell is the founder and Principal at Bay Point. He earned his Bachelor’s degree from Georgia State University in accounting and his Master’s degree in finance from Johns Hopkins University.

Bill is a Certified Public Accountant (CPA) with extensive knowledge in Federal income tax laws and Federal estate tax laws. He is also a CERTIFIED FINANCIAL PLANNER® (CFP™), the most highly regarded designation within the financial planning industry. The CFP™ designation reflects Mr. Hufnell’s extensive experience and education in the financial planning arena, as well as his commitment to continuing education and the CFP™ Board’s Code of Ethics.
Bill serves as the lead wealth manager and Chief Investment Office for the firm.

He is an active member of the National Association of Professional Financial Advisors, the foremost professional association for fee-only financial advisors, the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants.

In addition to his 12 years of extensive wealth management planning experience with Bay Point, Bill was previously employed with a Fortune 100 corporation for 10 years, working in the areas of business planning, corporate retirement plans, employee benefits and compensation, and financial reporting.