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About
Michael Jensen is the Managing Partner at Falcon Wealth Planning, Inc., based in Los Angeles, CA, where he directly serves clients and leads the firm’s regional growth initiatives. His responsibilities include comprehensive financial planning, strategic wealth management, and fostering client education, with a particular emphasis on connecting multi-generational families to sound financial strategies. Jensen’s role centers on fiduciary-based personalized service for high-net-worth individuals and families, ensuring client interests take precedence in all decision-making.
With over a decade of experience in wealth management, Michael previously served as a Wealth Advisor at Beacon Pointe and as a Financial Planner at Consilium Wealth Management, LLC. His expertise spans retirement planning, investment portfolio construction, estate planning, and tax-efficient strategies tailored for affluent clients. At Falcon Wealth Planning, Jensen is noted for his direct work with clients on equity, fixed income, and alternative investment portfolios, mainly targeting individuals, families, and professionals seeking long-term financial growth and security.
Michael Jensen holds a BS in Finance from the University of Southern California’s Marshall School of Business and is a Certified Financial Planner (CFP®). He is recognized for his commitment to financial literacy, transparent advising, and for establishing a client-focused fiduciary culture at Falcon Wealth Planning. His notable achievements include driving the firm’s expansion and consistently delivering tailored financial solutions to diverse client segments in Southern California and nationwide.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Falcon Wealth Planning, Inc. | Managing Partner | Jun 2021 to Present | At Falcon Wealth, we help our clients navigate critical financial events and make informed decisions to live the life they want. |
| Beacon Pointe | Wealth Advisor | Jan 2017 to Jun 2021 | — |
| Consilium Wealth Management, LLC | Financial Planner | Jun 2014 to Dec 2016 | — |
| Merrill Lynch | Financial Advisor | Jun 2012 to Jun 2014 | — |
| ECHELON Partners | Investment Banking Analyst (Intern) | Jan 2012 to May 2012 | — |
| TeleSign | Financial Operation Analyst (Intern) | May 2011 to Jan 2012 | — |
| UBS | Wealth Management (Intern) | Sep 2010 to May 2011 | — |
Education
University of Southern California
BS - Marshall School of Business, Finance
2008 — 2012
De La Salle High School
2004 — 2008
Skills & Expertise
Others at Falcon Wealth Planning (5)
| Name | Role | Location |
|---|---|---|
| Trading Specialist | San Dimas, CA , United States | |
| Trading Specialist | Azusa, CA , United States | |
| Trading Specialist | Fontana, CA , United States | |
| Portfolio Trading Manager | Fontana, CA , United States | |
J Joseph Song | Principal | Ontario, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |