Managing Partner | Chief Financial Planning Officer@ Falcon Wealth Planning, Inc.
Orange County, California, United States
Michael Jensen, CFP®
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De La Salle High School
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FlashIntel GPTMichael Jensen is a highly experienced financial professional with 13.1 years of work experience. He specializes in finance, investments, wealth management, and financial advisory. Based in the United States, Michael is currently working as a Wealth Advisor at Beacon Pointe Advisors. He has previously worked at Merrill Lynch, ECHELON Partners, Telesign, and GE Financial. With a comprehensive approach to helping endowments and foundations, other institutions, and retirement-sponsored plans, Michael is dedicated to providing comprehensive financial planning and research-driven investments.
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About
Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping endowments and foundations, other institutions and retirement-sponsored plans, and high-net-worth individuals set and meet their financial goals. We focus on full service financial planning and research driven investments. We partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
Work Experience
Managing Partner | Chief Financial Planning Officer
Managing Partner
Investment Management
Michael Jensen, CFP®'s Professional Milestones
- Financial Advisor (2012-06-01~2014-06-01): Empowering clients to make informed financial decisions, optimizing their financial strategies for long-term financial success.
- Investment Banking Analyst Intern (2012-01-01~2012-05-01): Building a strong sourcing pipeline and successfully analyzing market trends to support investment banking projects.
Education
Skill
Finance
Investments
Wealth Management
Financial Advisory
Financial Planning
Investment Advisory
Investment Advisory Services
Endowments
Long Term Care Insurance
Financial Services
Financial Analysis
Personal Finance
Financial Markets
Succession Planning
Retirement Planning
Investment Management
Retirement Benefits
Business Planning
Estate Planning
Estate Tax Planning
Tax Advisory
Inheritance Tax Planning
Alternative Investments
Investment Strategies
Investment Properties
Cash Flow
Cash Management
Cash Flow Management
Cash Flow Analysis
401 Retirement Savings Plans
Retirement Plan Consulting
Retirement Savings
Qualified Retirement Plans
Retirement Income Strategies
Retirement Solutions
Retirement Services
Small Business Retirement Planning
Asset Management
Asset Managment
Corporate Finance
Financial Modeling
Investment Banking
Valuation
Private Equity
Powerpoint
Microsoft Word
Microsoft Office
Microsoft Excel
Management Consulting
Leadership
Certification
Colleagues
Rachel Vonbank
Chief Compliance Officer
Sophia Shahin
E-Learning Community Education Director
Jordan Mayo
Marketing Communications Manager
Ray Bartolome
Chief Operating Officer
David W. Smith, CFP®, APMA® Ph.D.
Managing Director | Financial Planner
Other Named Michael Jensen, CFP®
Frequently asked questions
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Michael Jensen, CFP®'s social media include: Linkedin,
Michael Jensen, CFP® works for Falcon Wealth Planning, Inc.
Michael Jensen, CFP®'s role in Falcon Wealth Planning, Inc. is Managing Partner | Chief Financial Planning Officer
Michael Jensen, CFP® works in the industry of Investment Management
Michael Jensen, CFP®'s colleagues are Rachel Vonbank,Sophia Shahin,Jordan Mayo
Michael Jensen, CFP®'s latest job experience is Managing Partner | Chief Financial Planning Officer at Falcon Wealth Planning, Inc.
Michael Jensen, CFP®'s latest education in De La Salle High School
