Michael Eugene Mcerlane DO
Owner and Founder, Comprehensive Financial Planning for Doctors, LLC
Join to View Full Profile
7329 Sacaton TrailFrisco, TX 75033
Phone+1 319-541-5767
Dr. Mcerlane is on Doximity
As a Doximity member you'll join over two million verified healthcare professionals in a private, secure network.
- Gain access to free telehealth tools, such as our “call shielding” and one-way patient texting.
- Connect with colleagues in the same hospital or clinic.
- Read the latest clinical news, personalized to your specialty.
Summary
- Mike McErlane, DO, MBA, CFP®, CFA®, RICP®, EA, MCEP® created Comprehensive Financial Planning for Doctors, LLC, an independent, fiduciary, fee-only, flat-fee financial services firm. I offer financial planning, tax, and investment management services to physicians and surgeons across the country virtually. I completed advanced training in portfolio management, retirement income planning, taxation, and estate planning to better serve my clients. Please visit our website at https://www.CFPforDoctors.com for more information.
Education & Training
Des Moines University College of Osteopathic MedicineClass of 2011
The University of IowaMBA, Corporate Finance, With Distinction, 2005 - 2007- The University of IowaBS, Biomedical Engineering, With Distinction, 2000 - 2004
Certifications & Licensure
IL State License 2013 - 2017
Awards, Honors, & Recognition
- Chartered Financial Analyst CFA Institute, 2025
- Master Certified Estate Planner The National Institute of Certified Estate Planners, 2024
- Enrolled Agent Internal Revenue Service, 2022
Viewing the full profile is available to verified healthcare professionals only.
Find your profile and take control of your online presence:
