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Michael Jensen

Michael Jensen

Managing Partner at Falcon Wealth Planning

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Falcon Wealth Planning, Inc.Managing PartnerJun 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 PointeWealth AdvisorJan 2017 to Jun 2021
Consilium Wealth Management, LLCFinancial PlannerJun 2014 to Dec 2016
Merrill LynchFinancial AdvisorJun 2012 to Jun 2014
ECHELON PartnersInvestment Banking Analyst (Intern)Jan 2012 to May 2012
TeleSignFinancial Operation Analyst (Intern)May 2011 to Jan 2012
UBSWealth 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

Alternative Investments
Estate Planning
Financial Advisory
Retirement Services
Cash Flow Analysis
Leadership
Cash Management
PowerPoint
Retirement Savings
Cash Flow
Retirement Income Strategies
Estate Tax Planning
Corporate Finance
Retirement Planning
Valuation
Financial Planning
Wealth Management Services
Retirement Benefits
Financial Modeling
Endowments
Investments
Finance
401k Retirement Savings Plans
Retirement Plan Consulting
Investment Advisory
Financial Services
Cash Flow Management
Wealth Management
Tax Advisory
Asset Managment
Management Consulting
Business Planning
Microsoft Office
Qualified Retirement Plans
Investment Strategies
Microsoft Word
Microsoft Excel
Asset Management
Investment Advisory Services
Financial Analysis
Long Term Care Insurance
Succession Planning
Private Equity
Personal Finance
Retirement Solutions
Investment Banking
Small Business Retirement Planning
Inheritance Tax Planning
Investment Properties
Financial Markets
Investment Management
401 Retirement Savings Plans

Others at Falcon Wealth Planning (5)

NameRoleLocation
Mabel Gloria
Mabel Gloria
Trading SpecialistSan Dimas, CA , United States
Aakash Thakor
Aakash Thakor
Trading SpecialistAzusa, CA , United States
Ivan Herrera-Valentin
Ivan Herrera-Valentin
Trading SpecialistFontana, CA , United States
Jagruti Sawant
Jagruti Sawant
Portfolio Trading ManagerFontana, CA , United States
J
Joseph Song
PrincipalOntario, CA , United States

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