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.
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.
Gabriel Shahin
CFP, MBA, AIFA
Gabriel is the Principal and Founder of Falcon Wealth Planning. He has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003.
Prior to founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high net worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm.
Gabriel received his Bachelor of Science degree in Business from the WP Carey School of Business at Arizona State University and his Master from the University of Massachusetts. He enjoys being active in his community, serving on nonprofit boards, and volunteers as a Sunday School teacher for his local church. Gabriel and his wife, Sophia, have been happily married for over 10 years and have three children, Angelica, Abraham, and Victoria. They enjoy their free time traveling when they can, as his wife is a Professor at Cal Poly Pomona with a Ph.D. in Pathology and Cancer Biology.
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: | Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management |
Services |
| Investment Types: | Stocks, Bonds, Alternative Investments, Mutual Funds, Options & Futures, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Offices, 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 |
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. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
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. |
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
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Orange County, South Bay, Inland Empire, Pasadena, San Jose, Temecula, San Francisco Bay Area, Palm Desert, Fresno |
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