Michael Hardy, CFP, CIMA, CAP
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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

Michael Hardy, CFP, CIMA, CAP

Education

  • California State University - Sacramento

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Advisor in Philanthropy®
  • Endowment & Foundation Consultant
  • Senior Portfolio Manager

Michael Hardy, CFP, CIMA, CAP

1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

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

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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.

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