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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
  • ID
  • MA
  • ME
  • MI
  • MT
  • NC
  • NV
  • OH
  • 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

Email Me

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LA Skyline

Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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