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

Email Me

House View Monthly

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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