Michael Hardy, CFP, CIMA, CAP
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International Space Station

Michael Hardy, CFP, CIMA, CAP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER

California Insurance License #0C07555

Personal & Community

  • Sacramento Region Community Foundation - Advisory Committee
  • Placer Community Foundation - Investment Committee
  • Planned Giving Forum of Greater Sacramento - Past President
  • California Musical Theatre Foundation - Past Director
  • Sacramento Estate Planning Council - Past Board Member
  • United Way California Capital Region - Past Board Member
  • Member of the Investment Management Consultants Association
Registered States:
  • AZ
  • CA
  • CO
  • FL
  • ID
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • NV
  • OH
  • OR
  • UT
  • VA
  • WA
  • WI

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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Securities-backed lending
Financial planning
Retirement planning
Estate planning strategies
Philanthropy
Asset allocation
Impact investing
Women investors

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

California Insurance License #0C07555

Personal & Community

  • Sacramento Region Community Foundation - Advisory Committee
  • Placer Community Foundation - Investment Committee
  • Planned Giving Forum of Greater Sacramento - Past President
  • California Musical Theatre Foundation - Past Director
  • Sacramento Estate Planning Council - Past Board Member
  • United Way California Capital Region - Past Board Member
  • Member of the Investment Management Consultants Association
Registered States:
  • AZ
  • CA
  • CO
  • FL
  • ID
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • NV
  • OH
  • OR
  • UT
  • VA
  • WA
  • WI

Education

  • California State University - Sacramento

Credentials

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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Securities-backed lending
Financial planning
Retirement planning
Estate planning strategies
Philanthropy
Asset allocation
Impact investing
Women investors
1610 Arden Way
Suite 200
Sacramento, CA 95815

Email Me

House View Monthly

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

Contact us

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