Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

International Space Station

Michael Hardy, CFP, CIMA, CAP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™


Personal & Community

  • Planned Giving Forum of Greater Sacramento - President
  • California Musical Theatre Foundation - Director
  • Member and past Board Member of the Sacramento Estate Planning Council
  • Member of the Northern California Financial Planning Association
  • Member of the Investment Management Consultants Association
Registered States:
  • AZ
  • CA
  • CO
  • GA
  • HI
  • ID
  • MA
  • ME
  • MI
  • MT
  • NC
  • NV
  • OR
  • UT
  • VA
  • WA

Education

  • California State University - Sacramento

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Advisor in Philanthropy®
  • Endowment & Foundation Consultant
  • Senior Portfolio Manager
1610 Arden Way
Suite 200
Sacramento, CA 95815
  • (916) 648-7244

Email Me

CIO House View monthly livestream

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

#1

Philanthropic Advice

Euromoney Private Banking and Wealth Management Survey, 2011-2022

Insights