Michael Jensen
CFP®
Falcon Wealth Planning, Inc.
Managing Director
Michael Jensen
CFP®
Falcon Wealth Planning, Inc.
Managing Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Jensen, CFP®
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Michael Jensen is a fee-only financial planner. Falcon Wealth Planning, Inc. provides retirement planning, portfolio management services, and tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Jensen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 toward 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.
Falcon Wealth Planning, Inc. is ranked One of America’s Fastest-Growing Independent Advisors according to CityWire.
Falcon specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. We are a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER™ Professionals helping 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Jensen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Michael Jensen
Office Locations:
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2030 Main Street
Floor 13
Irvine, CA 92614-7220 -
3400 Inland Empire Blvd.
Ontario, CA 91764 -
3655 Torrance Blvd
3rd Floor
Torrance, CA 90503 -
790 E. Colorado Blvd
9th Floor
Pasadena, CA 91101 -
2570 N. First St
Suite 200
San Jose, CA 95131 -
1999 Harrison St
18th Floor
Oakland, CA 94612 -
5588 N. Palm Ave
#1957
Fresno, CA 93704 -
41593 Winchester Rd
Temecula, CA 92590 -
74-710 CA-111
Suite 102
Palm Desert, CA 92260
