Joseph Powanda Promoted To Wealth Advisor At Bay Point Wealth

Bay Point Wealth has promoted certified financial planner Joseph Powanda to the position of wealth advisor. This advancement reflects Powanda’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,” Powanda said. “I am grateful to work alongside the world-class team at Bay Point.”

Powanda began his journey with Bay Point in May 2021 as an associate advisor, committed to honing his skills and expertise. In just over a year, he successfully passed the rigorous CFP certification examination to become a certified financial planner professional. Currently, Powanda 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 and principal of Bay Point Wealth, expressed his admiration for Powanda’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 offers 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, visit www.baypointwealth.com.