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Pasadena - Investment Mgmt |
Specialties: Financial Advisor / Wealth Management |
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Michael HatchCertified Financial Planner, J.D. - The Sterling Group
We offer comprehensive financial planning & investment management; we are independent of any bank, insurance or investment product sponsor, and represent our client's interests in a fiduciary capacity.
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(626)440-5995
(626)440-5998 Fax
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35 N Lake Ave
Pasadena, CA 91101-4194 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Financial Advisor / Wealth Management |
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| Group |
PAS3 [EC] |
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| Business Name |
The Sterling Group |
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| Title |
Certified Financial Planner, J.D. |
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| Address |
35 N Lake Ave
Suite 600
Pasadena, CA 91101-4194
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| Work Phone |
(626)440-5995 |
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| Fax |
(626)440-5998 |
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| Web Site |
www.tsgadvisor.com |
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| Member Since |
10/2010
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We are a boutique Financial Planning and Investment Management firm, with a 25 year history in the Greater Pasadena and Los Angeles Area. Comprising a dozen professionals, we are large enough to have multiple credentials represented in our office, including JD, MBA, CFP, and ChFC professionals. At the same time we are small enough to know each of our clients on a very personal level, including not only their dreams and aspirations but more importantly WHO is important in their life and WHY they are pursuing their goals.
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We primarily offer two services:
1) comprehensive, written financial planning
2) independent, unbiased investment management
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We work with professionals, closely held business owners and those clients in or near retirement to help make informed financial decisions. Generally our clients either have new financial circumstances to confront, as a result of some life event, or they are dissatisfied with their current advisors and want a second opinion. While we do have investment minimums, we are more concerned with finding the right clients who need the level of service that we offer, and can appreciate the difference between knowledgeable, ongoing and caring service vs. delivery of just another investment product.
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Information Not Available
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Information Not Available
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| Social Clubs |
Annandale Golf Club, CalTech Associates & The Athenaeum
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| Charities |
Hillsides Home
Huntington Hospital (Estate Planning Council)
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| Graduate Degrees |
MBA, (Thunderbird); JD (Southwestern University); CFP
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| College Degrees |
BS, Business Administration(General Motors Inst.)
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Speaking/Teaching
Experience |
Speaker,CFP Brazil: FPA Boston; Adj. Faculty, Univ. of Phoenix
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| Organizations |
Financial Planning Association,
CFP Board of Standards
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