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