William J. Hufnell (BBA, CFP®, CPA®, MS)

William J. Hufnell focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

William J. Hufnell is the founder and owner of Bay Point Wealth Management. He is a Certified Public Accountant (CPA) with extensive knowledge in Federal income tax laws and Federal estate tax laws. He earned his Bachelor’s degree from Georgia State University in accounting and his Master’s degree in finance from Johns Hopkins University.

NAPFA Start Date

August 19, 1999

Submit
Submit

This Office

1990 Main St Ste 750 Sarasota, FL 34236-8000 Phone: (941) 388-8456 Fax: (443) 458-0944

Other Offices

582 Bellerive Rd Ste 4D Annapolis, MD 21409-4611 Phone: (410) 626-8198 Fax: (410) 626-8199