Michael P. Hatch, Cfp®, Mba, Jd

Michael P. Hatch, Cfp®, Mba, Jd Email and Phone Number

Registered Principal, Licensed Broker @ LPL Financial LLC
Pasadena, CA, US
Michael P. Hatch, Cfp®, Mba, Jd's Location
Pasadena, California, United States, United States
Michael P. Hatch, Cfp®, Mba, Jd's Contact Details
About Michael P. Hatch, Cfp®, Mba, Jd

Financial Advisor, Principal and Owner at Sterling Financial Group, Inc., an SEC Registered Investment Advisor (RIA) with headquarters in Pasadena, California and clients in more than a dozen states. I specialize in working with successful entrepreneurs, executives and professionals, assisting them in defining and implementing their financial, philanthropic and intergenerational planning strategies. Our firm’s vision is to Build Trust Through Generations.A summary of my qualifications are as follows: a 30+ year seasoned Financial Advisor; B.S., M.B.A., and J.D. (Law) Degrees, all focused on Finance, Economics and Tax Planning; CERTIFIED FINANCIAL PLANNER (TM) CFP® practitioner, 1993; Published financial columnist in medical journals, Endovascular Today & Ophthalmology Today; quoted in numerous publications and media, such as The Wall Street Journal, Financial Times, Wealth Manager, and Los Angeles TV station KCAL.

Michael P. Hatch, Cfp®, Mba, Jd's Current Company Details
LPL Financial LLC

Lpl Financial Llc

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Registered Principal, Licensed Broker
Pasadena, CA, US
Michael P. Hatch, Cfp®, Mba, Jd Work Experience Details
  • Lpl Financial Llc
    Registered Principal, Licensed Broker
    Lpl Financial Llc
    Pasadena, Ca, Us
  • Sterling Financial Group, Inc.
    Financial Advisor, Principal & Owner
    Sterling Financial Group, Inc. Apr 2019 - Present
    Pasadena, California, Us
    Investment advice offered through Sterling Financial Group, Inc., a registered investment advisor.
    View
  • Lpl Financial Llc
    Registered Principal, Licensed Broker
    Lpl Financial Llc Aug 1998 - Present
    Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.CRD# 1968086
  • The Sterling Group
    Financial Advisor, Principal & Owner
    The Sterling Group 2000 - 2019
    Pasadena, Ca, Us
    For 19 years I was a principal of The Sterling Group, working with professionals, owners of closely held businesses and clients with estates or other complex financial issues. I maintain the following FINRA registrations through LPL Financial: -Series 7 (general securities)-Series 24 (managing principal) &-Series 63 (state securities)I also maintains Life and Disability Insurance licenses. My goal is to help successful entrepreneurs, executives and professionals define and implement their financial, philanthropic and estate planning strategies.Investment advice offered through The Sterling Group, A Registered Investment Advisor and separate entity from LPL Financial. For a list of states in which I am/we are registered to do business, please visit www.tsgadvisor.com.
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  • Lpl Financial
    Financial Advisor & Principal
    Lpl Financial 1998 - 2019
  • Lpl Financial
    Financial Advisor & Principal
    Lpl Financial 1998 - 2015
  • Lpl Financial
    Financial Advisor & Principal
    Lpl Financial 1998 - 2015
  • General Motors
    Management Development
    General Motors Jun 1983 - Apr 1988
    Detroit, Michigan, Us
    View

Michael P. Hatch, Cfp®, Mba, Jd Skills

Estate Planning Cash Flow Forecasting Insurance Planning College Savings Plans Personal Tax Planning Charitable Trusts Real Estate Economics Investment Advisory Financial Analysis Estate Tax Planning Series 7 Charitable Gift Planning Investment Management Series 24

Michael P. Hatch, Cfp®, Mba, Jd Education Details

  • Southwestern Law School
    Southwestern Law School
    Estate Planning
  • Thunderbird School Of Global Management
    Thunderbird School Of Global Management
    International Finance
  • Kettering University
    Kettering University
    Operations

Frequently Asked Questions about Michael P. Hatch, Cfp®, Mba, Jd

What company does Michael P. Hatch, Cfp®, Mba, Jd work for?

Michael P. Hatch, Cfp®, Mba, Jd works for Lpl Financial Llc

What is Michael P. Hatch, Cfp®, Mba, Jd's role at the current company?

Michael P. Hatch, Cfp®, Mba, Jd's current role is Registered Principal, Licensed Broker.

What is Michael P. Hatch, Cfp®, Mba, Jd's email address?

Michael P. Hatch, Cfp®, Mba, Jd's email address is mi****@****oup.com

What is Michael P. Hatch, Cfp®, Mba, Jd's direct phone number?

Michael P. Hatch, Cfp®, Mba, Jd's direct phone number is +162648*****

What schools did Michael P. Hatch, Cfp®, Mba, Jd attend?

Michael P. Hatch, Cfp®, Mba, Jd attended Southwestern Law School, Thunderbird School Of Global Management, Kettering University.

What are some of Michael P. Hatch, Cfp®, Mba, Jd's interests?

Michael P. Hatch, Cfp®, Mba, Jd has interest in Boating, Kids, Cooking, Exercise, Investing, Outdoors, Sweepstakes, Electronics, Home Improvement, Shooting.

What skills is Michael P. Hatch, Cfp®, Mba, Jd known for?

Michael P. Hatch, Cfp®, Mba, Jd has skills like Estate Planning, Cash Flow Forecasting, Insurance Planning, College Savings Plans, Personal Tax Planning, Charitable Trusts, Real Estate Economics, Investment Advisory, Financial Analysis, Estate Tax Planning, Series 7, Charitable Gift Planning.

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