Michael Jensen, CFP®
Planning Made Simple.
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Serving Clients Nationwide
Planning Made Simple.
Areas of Focus
- Education Funding
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Michael Jensen, CFP®
Michael Jensen has been helping individuals and families meet their financial goals for nearly 10 years. He is the Managing Director of Falcon Wealth Planning where he works directly with clients and leads the team in Falcon’s Irvine offices. Michael aligns his clients’ life and wealth by helping them navigate all critical financial events to make informed financial decisions to live the life they want. As a CFP®, he aims to take the mystery out of retirement by answering questions with a direct, personalized approach.Prior to joining Falcon Wealth Planning, Michael served as a Wealth Advisor for a national financial planning firm. He began working as an advisor for Merrill Lynch after graduating from the University of Southern California (USC) Marshall School of Business.
Michael takes on pro bono financial planning engagements aimed to help people who are behind on retirement savings or burdened by debt to improve their quality of life and put them on a path towards financial independence. Outside of work he is an avid sports fan, enjoys playing golf and spending time with friends and family. Michael lives in Laguna Niguel, California with his wife Brooke and goldendoodle Kaia.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
2030 Main St, 13th Floor, Irvine, CA 92614
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your free assessment. Fill out a short form, and we will call within 1 business day to schedule a meeting with one of our Certified Financial Planner™ professionals. During your free assessment meeting, you do most of the talking! We will listen closely as we learn about your current situation and financial goals. At a follow-up meeting, our team will share with you our whiteboarding results tailored to map out your goals using tax, estate, and investment planning.Offers Investment Management
Yes
About Falcon Wealth Planning
Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER™ Professionals who help clients across the country.What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Education
University of Southern California, BS, Marshall School of Business, Finance
Hobbies and Interests
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Young Families
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