Broker Check
Michael McLane, CFP®, CIMA®, EA

Michael McLane, CFP®, CIMA®, EA

Director of Financial Planning

Michael A. McLane, CFP ® , CIMA ® , EA*, joined the Professional Economic Growth Group (PEGG) in October 2008, after 7 years with MetLife as the Financial Planning Director and Director of Training. Currently, Michael is Director of Financial Planning and Training for the agency, which has approximately 80 Financial Advisors. In this capacity, he is responsible for the continued growth of the PEGG through the development of all new producers. Michael's focus is to provide the necessary sales and educational training support producers need to reach their fullest potential. Michael is a Certified Sales Training Instructor, teaching "Dimensions of Professional Selling," a nationally recognized course.

 

Michael received the 2013 Five Star Wealth Manager Award 1 for the state of New Jersey, (NJ Monthly magazine February 2013 issue). He was the Chairman of the Financial Planning Association of New Jersey (FPA-NJ) representing approximately 1,200 members in the financial services industry in 2002. He was also President for the FPA-NJ in 2001 and served as Vice President in 2000. In addition, Mike has been a subject expert and contributor for many local publications.

 

Michael has been an independent financial planner since 2001 and a member of the Million Dollar Round Table (MDRT). He obtained his designation as a Certified Investment Manager Analyst ® (CIMA ® ) in 2003 and as a Certified Financial Planner (CFP ® ) in 1998. Being an Enrolled Agent sets Michael apart as he is able to provide financial planning that encompasses efficient tax planning along with prudent wealth protection and growth to help clients reach their financial goals. Michael has an additional 10 years of sales and sales management experience with Fortune 500 companies, including International Paper and Mobil.

 

Michael holds a BSBA degree in accounting from Shippensburg University, and he obtained his MBA while serving in the U.S. Army as an Officer and Helicopter Pilot.

 

*Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Advisor, Member FINRA/SIPC, 110 Fieldcrest Avenue, Suite 20, 3rd FL, Edison, NJ 08837, (732) 417-5384. Redwood Wealth Advisors, LLC and Professional Economic Growth Group are independent of HTK. HTK does not offer tax or legal advice.

1 The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance. For more information on the FIVE STAR Award and the research/selection methodology, go to:  

http://www.fivestarprofessional.com/WMSummaryandResearch.pdf

Certified Financial Planner Board of Standards Inc. owns the certification marks, CFP ® , CERTIFED FINANCIAL PLANNER TM , which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.