Michael G. Jensen
FALCON WEALTH PLANNING | Managing Partner, Falcon Wealth Planning
Irvine, CA 92614
CRD#: 5848722
Professional summary
Michael Gregory Jensen, CFP®, who also goes by Michael Jensen, is a registered financial advisor currently at FALCON WEALTH PLANNING, INC. located in Irvine, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Biography
Michael Jensen has been helping individuals and families meet their financial goals for a decade. He is the Managing Partner of Falcon Wealth Planning where he works directly with clients and leads Falcon’s expansion outside of the Ontario office. Michael was recognized as a 2023 Advisor to Watch on AdvisorHub’s 50 Next Gen Advisors.
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 at helping 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 work, he is an avid sports fan, and enjoys playing golf and spending time with friends and family. Michael lives in Laguna Niguel, California with his wife Brooke, daughter Aubrey, and Goldendoodle Kaia.
About Falcon Wealth Planning:
Falcon Wealth Planning, Inc. is a Registered Investment Advisor offering an innovative business model for financial planning; a model that places the client first by design and eliminates the conflicts of interest inherent in traditional models.
Every aspect of Falcon Wealth Planning is aligned with the client’s interests. The hybrid, retainer-based business model overcomes one of the major criticisms of the financial planning industry: a conflict of interest between the client’s needs and the advisor’s compensation. Falcon Wealth advisors are salaried employees who are never compensated by the sale of financial products or asset management fees, allowing them to focus on providing the best planning advice for their clients.
Question & Answer
What are your service offerings?
Financial Planning
Investment Management
Tax Planning
Tax Preparation
Retirement Planning
Estate Planning
Business Planning
Do you have an area of expertise or specialization?
Blended Families
Budgeting
Cash Flow Analysis
Customized Portfolios
Divorce Planning
Emergency Funds Management
Estate Planning
Executive Compensation (ISO, R...
FIRE (Financial Independence R...
High Net Worth Planning
Investment Management
Philanthropic and Non-Profit
Real Estate (LLP, REIT's, Priv...
Retirement Planning
Risk Management and Insurance ...
Small Business Planning
Tax Planning and Preparation
What is your minimum asset requirement?
250K
How do you get paid?
Fee-only
Are you a "fiduciary"?
Yes
Aliases
Michael Jensen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Partner; Falcon Wealth Planning OC, LLC; Investment Related: No; Location: 3400 Inland Empire Blvd., Ste. 100, Ontario, CA 91764; Description of the business: Holding Company for Falcon Wealth Planning Orange County office.; Responsibilities Duties: None; Start date with business: 2021-05-27; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
CRS (Client Relationship Summary) - RIA
Click below to view Michael Gregory Jensen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Education
University of Southern California (USC) Marshall School of Business
Experience
Current
June 14, 2021 - Present
FALCON WEALTH PLANNING, INC.
Office #1: 2030 Main Street 13th Floor, Irvine, CA 92614RIA
CRD#: 174092
Irvine, CA
Past
January 6, 2017 - June 15, 2021
BEACON POINTE ADVISORS, LLC
RIA
CRD#: 119290
NEWPORT BEACH, CA
Past
July 14, 2015 - January 26, 2017
SIMPLEX WEALTH MANAGEMENT
RIA
CRD#: 170265
SAN RAMON, CA
Past
December 12, 2014 - January 25, 2017
CONSILIUM WEALTH MANAGEMENT
RIA
CRD#: 155343
SAN RAMON, CA
Past
October 1, 2012 - June 17, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CENTURY CITY, CA
Past
August 17, 2012 - June 17, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CENTURY CITY, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC.
CRD#: 174092 / SEC#: 801-112659
RIA
Registered Investment Advisory firm - (3/19/2018 Approved)California
Registered Investment Advisory firm - (5/5/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/15/2021)
IAR
Texas(6/14/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC.
CRD#: 174092 / SEC#: 801-112659
RIA
Registered Investment Advisory firm - (3/19/2018 Approved)California
Registered Investment Advisory firm - (5/5/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764
Mailing Address
Phone number
(855) 963-2526
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,575 |
| AUM (Assets Under Management) | $ 1,159,538,045 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FALCON WEALTH PLANNING, INC.
Managing Partner, Falcon Wealth PlanningCRD#: 174092Irvine, CA 92614TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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