William Hufnell (CFP®, CPWA®)

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

Business Owners

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Additional Information

William graduated from Frostburg State University with a bachelor’s degree in Business Management, with a concentration in economics. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®). The CFP® designation reflects William’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.

William spends many nights during the summer watching the Baltimore Orioles, his favorite sports team. He enjoys reading books, comics, and going to local concerts. William is lucky to share the same passion for finance as his father, William J. Hufnell, and works for his father's firm in Annapolis.