Michael McLane CFP®CIMA
Welcome!
I am a founding member of Redwood Financial Planning. My passion is helping clients reach financial success
Prior to starting RFP, I spent 12 years with Penn Mutual after 7 years with MetLife as the Financial Planning Director and Director of Training. At Penn Mutual, I was the Director of Financial Planning and Training for the agency, which had approximately 80 Financial Advisors. In this capacity, I was responsible for the continued growth of the Agency through the development of all Agents.
My focus was to provide the necessary sales and educational training to help other advisors reach their fullest potential. I am a Certified Sales Training Instructor, teaching “Dimensions of Professional Selling,” a nationally recognized course.
I have received the Five Star Wealth Manager Award1 for the state of New Jersey, in 2023,2022 2021, 2020, 2019, 2018,2017, 2015, 2013, 2012. I was also recognized as one of the Top 401 Retirement Advisors in the country by Financial Times in 2016 and 2015. I 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 and President in 2001. In addition, I have been a subject expert and contributor for many local publications.
I have been an independent financial planner since 2001 and a member of the Million Dollar Round Table (MDRT). I has been a Royal Blue Qualifier for 7 of the last 9 years.
I obtained my designation as a Enrolled Agent (EA) in 2012, Certified Investment Manager Analyst® (CIMA®) in 2003 and as a Certified Financial Planner (CFP®) in 1998. In addition, I have prepared tax returns for over 30 years which helps me provide financial planning that encompasses efficient tax planning along with prudent wealth protection and growth to help clients reach their financial goals. I also have an additional 10 years of sales and sales management experience with Fortune 500 companies, including International Paper and Mobil.
I hold my BSBA degree in accounting from Shippensburg University, and I obtained my MBA while serving in the U.S. Army as an Officer and Helicopter Pilot.
If I am not in the office or meeting with clients, you can probably find me up at Lake George with my family either, boating, fishing or jet skiing on the lake!