Michael Jensen CFP®

Managing Partner

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.

Professional Designations & Licenses
• Certified Financial Planner™(CFP®)

Get to know Michael more: https://youtu.be/DzbQtm4ASjk