CLU®, ChFC®, CFP®
Certified Financial Planner™
Michael is a Certified Financial Planner™. Through his years of experience and education in the financial field he has also attained the respected designations of Chartered Financial Consultant and Chartered Life Underwriter. Michael specializes in financially guiding physicians throughout their careers: from residency and fellowship to retirement. He educates clients how to take control of their debt, understand tax shelter opportunities and expand their knowledge about insurance and investing. Michael’s methodical, step by step approach, empowers physicians to better understand their financial options and make informed decisions.
Prior to founding the BattDouglas financial group, Michael built a successful business in the financial industry for a global leader in securities, asset management and credit services. A decade later, he joined the largest mutual life insurance company in the United States where he developed a passion for strategies in risk management. This past work experience provides a unique combination and understanding of both investments and insurance which is vital for today’s ever-changing economic environment. He holds a Series 6, 7, 63, 66 and life & health insurance licenses. He currently holds security licenses in the following states: AZ, CA, CO, FL, GA, IN, MO, NC, NV, NY, OH, PA, VA.
Graduate of Miami University
What is a CFP (Certified Financial Planner)?