Mike McErlane, MCEP®

Comprehensive Financial Planning
for Doctors
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®, RICP®, EA, MCEP®

Owner & Founder - Comprehensive Financial Planning for Doctors

Mike specializes in financial planning, investment management, and tax services for healthcare professionals 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™
•    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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