Michael Hardy, CFP, CIMA, CAP is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Sacramento, CA. With a focus on insight-based advice, Michael and his team listen to clients' priorities and concerns to help them confidently pursue their life goals. He is a CERTIFIED FINANCIAL PLANNER and holds credentials as a Certified Investment Management Analyst and a Chartered Advisor in Philanthropy.
Michael Hardy is actively involved in the community, serving as the President of the Planned Giving Forum of Greater Sacramento and as a Director of the California Musical Theatre Foundation. He is also a member of various professional associations, including the Sacramento Estate Planning Council, the Northern California Financial Planning Association, and the Investment Management Consultants Association. With a strong educational background from California State University - Sacramento, Michael brings expertise as a Senior Portfolio Manager and Endowment Foundation Consultant.
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