Meet the team
Michael Hatch Headshot (1)

Michael Hatch

CFP®, MBA, JD

Senior Vice President, Wealth Advisor

About Michael

For more than 35 years, Michael Hatch has dedicated his career to helping professionals, closely held business owners, and families navigate complex financial landscapes with skill and care. As a Senior Vice President, Wealth Advisor at Sequoia Financial Group, Michael specializes in crafting sophisticated strategies that address estate planning, multigenerational wealth transfer, and philanthropic giving. His unique combination of legal training and financial planning knowledge allows him to guide clients through intricate tax and estate matters while keeping their broader life goals at the center of every decision. Michael takes pride in helping clients define and implement strategies that reflect their values—whether building lasting legacies for future generations or making meaningful charitable impact in their communities.

Michael’s educational foundation is as comprehensive as his approach to wealth management. He earned his law degree from Southwestern University School of Law with an emphasis in tax and estate planning, and holds the CERTIFIED FINANCIAL PLANNER™ designation, which he received in 1993. His extensive training in charitable gift planning and philanthropy enables him to help clients align their financial resources with their deepest values. He has shared his knowledge with audiences ranging from the National Financial Planning Association to local CPA societies and television stations including KCAL and KNBC.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.


Accreditation & Education

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Juris Doctor (J.D.), Southwestern University School of Law
  • Master of Business Administration (MBA), Thunderbird, The American Graduate School of International Management
  • Bachelor of Science in Finance, Kettering University


Up Close

  • Former board member of Hillsides, a children’s charity in Pasadena, where he recently served on the Executive Search Committee.
  • Active member of the Estate Planning Council of Huntington Hospital.
  • Member of the Financial Planning Association, Associates of Caltech and The Athenaeum, and St. Phillip’s Church in Pasadena.
  • Pasadena resident since 1989; married to Ellen with two sons.
  • Enjoys golf, skiing, and tennis.

contact your financial planning specialist

Michael Hatch,

CFP®, MBA, JD

Senior Vice President, Wealth Advisor