2000 -2019 Financial Advisor, Principal and Owner @
1998 -2019 Financial Advisor and Principal @ LPL Financial
1998 -2015 Financial Advisor and Principal @ LPL Financial
1998 -2015 Financial Advisor and Principal @ LPL Financial
1983 -1988 Management Development @
Michael Hatch Education
Southwestern Law School
J.D. (Tax, Corporate Finance, Estate Planning)
1995-1999
Thunderbird School of Global Management
MBA (International Finance)
1988-1989
Kettering University
B.S. Business Administration (Finance, Operations)
1983-1988
Michael Hatch Skills
Series 7
Series 24
Investment Advisory
Financial Analysis
Personal Tax Planning
Estate Planning
Estate Tax Planning
Charitable Gift Planning
Charitable Trusts
Real Estate Economics
Cash Flow Forecasting
Insurance Planning
College Savings Plans
Project Management
Real Estate
Program Management
Microsoft Excel
Public Speaking
Investment Management
Michael Hatch Summary
Michael Hatch, based in Pasadena, CA, US, is currently a Sr. Vice President and Wealth Advisor at Sequoia Financial Group. Michael Hatch brings experience from previous roles at Sterling Financial Group, Inc., LPL Financial LLC, The Sterling Group and LPL Financial. Michael Hatch holds a 1995 - 1999 J.D. in Tax, Corporate Finance, Estate Planning @ Southwestern Law School. With a robust skill set that includes Series 7, Series 24, Investment Advisory, Financial Analysis, Personal Tax Planning and more. Michael Hatch has 4 emails and 2 mobile phone numbers on RocketReach.
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