Joseph Powanda Achieves Certified Private Wealth Advisor Designation

Bay Point Wealth’s Joseph Powanda has successfully passed the Certified Private Wealth Advisor (CPWA) exam, earning the prestigious CPWA designation. This globally recognized certification is tailored for advisors who serve high-net-worth clients, encompassing an advanced curriculum that covers investment management, tax planning, estate planning and retirement planning. The CPWA program specifically addresses the unique needs and expectations of wealthy individuals and families.

Achieving the CPWA designation signifies Powanda’s comprehensive understanding of the complex financial needs of high-net-worth clients and his commitment to maintaining the highest standards of professional practice.

“We are immensely proud of Joe for achieving the CPWA designation,” said Bill Hufnell, founder and principal of Bay Point Wealth. “Joe joined our team in May 2021 and has since made significant contributions. This recent accomplishment is a testament to his dedication to providing top-tier advice and guidance to our clients.”

As part of the certification process, Powanda enrolled in a Yale School of Management executive education program in advanced wealth management strategies; met experience requirements; and passed a comprehensive examination covering 11 core topics. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to a code of professional responsibility.

For more information about Bay Point Wealth and its comprehensive range of services, visit www.baypointwealth.com.