Michael Jensen Email & Phone Number
Managing Partner @ Falcon Wealth Planning, Inc.
5 free lookup(s).
Michael Jensen Location
- Los Angeles, CA, US
Michael Jensen Work
- 2021 - now Managing Partner @
- 2017 - 2021 Wealth Advisor @
- 2014 - 2016 Financial Planner @ Consilium Wealth Management, LLC
- 2012 - 2014 Financial Advisor @
- 2012 - 2012 Investment Banking Analyst (Intern) @
- 2011 - 2012 Financial Operation Analyst (Intern) @
- 2010 - 2011 Wealth Management (Intern) @
Michael Jensen Education
- University of Southern California
BS - Marshall School of Business (Finance)
2008 - 2012 - De La Salle High School 2004 - 2008
Michael Jensen Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Retirement Services
- Cash Flow Analysis
- Leadership
- Cash Management
- PowerPoint
- Retirement Savings
- Cash Flow
- Retirement Income Strategies
- Estate Tax Planning
- Corporate Finance
- Retirement Planning
- Valuation
- Financial Planning
- Wealth Management Services
- Retirement Benefits
- Financial Modeling
- Endowments
- Investments
- Finance
- 401k Retirement Savings Plans
- Retirement Plan Consulting
- Investment Advisory
- Financial Services
- Cash Flow Management
- Wealth Management
- Tax Advisory
- Asset Managment
- Management Consulting
- Business Planning
- Microsoft Office
- Qualified Retirement Plans
- Investment Strategies
- Microsoft Word
- Microsoft Excel
- Asset Management
- Investment Advisory Services
- Financial Analysis
- Long Term Care Insurance
- Succession Planning
- Private Equity
- Personal Finance
- Retirement Solutions
- Investment Banking
- Small Business Retirement Planning
- Inheritance Tax Planning
- Investment Properties
- Financial Markets
- Investment Management
- 401 Retirement Savings Plans
Michael Jensen Summary
- Michael Jensen, based in Los Angeles, CA, US, is currently a Managing Partner at Falcon Wealth Planning, Inc.. Michael Jensen brings experience from previous roles at Beacon Pointe, Consilium Wealth Management, LLC, Merrill Lynch and ECHELON Partners. Michael Jensen holds a 2008 - 2012 BS - Marshall School of Business in Finance @ University of Southern California. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Retirement Services, Cash Flow Analysis and more. Michael Jensen has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Falcon Wealth Planning, Inc. Employees
Michael Jensen
Managing Partner
Los Angeles, CA, US
Michael Caster
Financial Planner
Gilbert, AZ, US
Min Song
Principal
Ontario, CA, US
Jennifer Reyes
Human Resources Director
Tempe, AZ, US
Christopher Carreon
Relationship Manager
Ontario, CA, US
Rachel Vonbank
Chief Compliance Officer
Los Angeles, CA, US
Shereen de Assuncao
Human Resources Specialist
Plymouth, MA, US
Kenneth Vendley
Regional Director
Ladera Ranch, CA, US
Raymond Sicard
Certified Financial Planner
Boston, MA, US
Earl Harris
Client Ambassador Falcon Wealth Planning
Ontario, CA, US
Zackary Royce
Regional Director
Los Angeles, CA, US
Ryan Perry
Financial Planner
Los Angeles, CA, US
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