Michael Jensen (CRD# 5848722) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 11 years of experience in the finance industry. Michael Jensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Falcon Wealth Planning, Inc. | Irvine, CA | Jun 2021 - Current | 2 |
| Beacon Pointe Insurance Services, LLC | Newport Beach, CA | Jan 2017 - Current | 7 |
| Beacon Pointe Advisors, LLC | Newport Beach, CA | Jan 2017 - Jun 2021 | 4 |
| Simplex Wealth Management | San Ramon, CA | Jul 2015 - Dec 2016 | 1 |
| Consilium Wealth Management | San Ramon, CA | Jun 2014 - Dec 2016 | 2 |
| Bank Of America, N.a. | Century City, CA | Nov 2012 - Jun 2014 | 1 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Century City, CA | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- CA
- TX
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Total Assets Under Management826MILLIONS
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Total Number of Accounts4,424ACCOUNTS
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Average Account Value$186,670
- A percentage of assets under your management
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