Mike McErlane, MCEP®

Comprehensive Financial Planning
for Doctors, LLC
7329 Sacaton Trail
Frisco, TX 75033
(319) 541-5767


mike@CFPforDoctors.com
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CEP® Date Awarded
February 1, 2024

MCEP® Date Awarded
April 1, 2024




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Mike McErlane, DO, MBA, CFP®, CFA®, RICP®, EA, MCEP®

Owner & Founder - Comprehensive Financial Planning for Doctors, LLC

Mike specializes in financial planning, investment management, and tax services for physicians and surgeons to help them achieve and maintain financial security.  As an independent, fee-only, fiduciary advisor, he always places the best interests of his clients first and provides unbiased advice.

Professional Designations/Certifications
Certified Financial Planner®
Chartered Financial Analyst®
Retirement Income Certified Professional®
Enrolled Agent
Master Certified Estate Planner™

A Master Certified Estate Planner™ has:

  • Completed two rigorous eight (8) module courses of instruction in the field of estate planning,
  • Successfully passed comprehensive proctored qualifying exams,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP

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