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
  • HI
  • ID
  • MA
  • ME
  • MI
  • MT
  • NC
  • NV
  • OH
  • OR
  • TX
  • 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.e.hardy@ubs.com
Michael Hardy, CFP, CIMA, CAP
1610 Arden Way,Sacramento,CA,95815

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
  • HI
  • ID
  • MA
  • ME
  • MI
  • MT
  • NC
  • NV
  • OH
  • OR
  • TX
  • 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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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

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