wiseradvisor


Michael Jensen, CFP®
Falcon Wealth Planning, Inc.

Tel: 855-963-2526
2030 Main St
13th Floor
Irvine, CA 92614
Falcon Wealth Planning, Inc. | Financial Advisor in Irvine ,CA

Your money is your financial future. Make intentional, informed decisions.



About Michael Jensen

Michael Jensen has been helping individuals and families meet their financial goals for 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.


About Falcon Wealth Planning, Inc.

Raise Your Expectations

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.

ABOUT FALCON WEALTH

Most people do not know what to do with their money. They don't want to make risky decisions, pay high fees, or invest in products that are not tax beneficial.

The financial planning industry doesn't make it easy. It is fraught with distrust and far too often clients are sold products and services by brokers trying to land a sale.

Falcon Wealth Planning is different.

WE DON'T TRY TO SELL YOU ANYTHING OR CHARGE HIDDEN FEES.

TRUST. TRANSPARENCY. These values are integral to providing comprehensive services to help you achieve your goals. They are values we live by here at Falcon Wealth Planning. With more than 30 years of experience, we dedicate our services to prepare creative solutions tailored specifically to you.

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   2015
No.of Employees:   20-49
Insurance License#:   N/A
Name of Custodial Firm:   Fidelity, Charles Schwab, TD Ameritrade, Pershing
Number of Years with Current Firm:   7
Work Experience:   Falcon Wealth Planning, Inc Managing Director Jun 2021 - Present Orange County, California

Beacon Pointe Advisors Wealth Advisor Jan 2017 - Jun 2021 Newport Beach, CA

Consilium Wealth Management Financial Planner Jun 2014 - Dec 2016 San Ramon, CA

Merrill Lynch Financial Advisor Jun 2012 - Jun 2014 Century City, CA
Work with the following types of clients:   Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Services

Investment Types:   Options & Futures, Mutual Funds, Bonds, Stocks, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Offices, Via Phone, Video Conference

Firm Information

Firm's Number of Clients:   850
Firm's Number of Planning Clients:   1,000
Firm's Number of Managed Clients:   850
Assets Managed by Firm:   500,000,000
Advisor's Number of Clients:   50
Advisor's Number of Managed Clients:   40
Advisor's Number of Planning Clients:   10
Assets Managed by Advisor:   $75,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Flat Fee
Fee % Based on Assets:   Tiered
Minimum Fee Charged for Managed Accounts:   $5,000

Education

BS - Finance  University of Southern California - Los Angeles, CA
08/01/2009-05/01/2012

Talk to an Advisor and GET ANSWERS   

Financial Services

Financial Planning for Individuals

We simplify financial planning by creating an individualized plan based on your unique situation so that you can reduce tax liabilities now and throughout retirement with confidence.

Portfolio Management

You'll get personalized advice from an experienced team who understands how important it is for their clients to feel like they're in control of their money - not vice versa.

Retirement Planning

Retirement is meant to be an exciting time in life. With the help of one of our certified advisors, you can set a realistic retirement savings goal and a foolproof plan for achieving it.

Estate Planning & Trusts

There is no one-size fits all approach. We help our clients create plans that work according to their values, goals, and needs so they can sleep well knowing their family's future is secure.

Tax Advice and Services

Our goal is simple, help you achieve financial freedom without having to worry about how much you pay in taxes or whether your plan will hold up under an audit by the IRS.


Disclaimer

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Orange County South Bay
Inland Empire Pasadena
San Jose Temecula
San Francisco Bay Area Palm Desert
Fresno

Social Networks

tweeter facebook linkedin
brokercheck