Dr. Preston Cherry
Founder & President
Concurrent Financial Planning  

Preston specializes in empowering individuals to share stories that inform their life’s design to achieve financial freedom and well-being. He aims to help you find life and money alignment, giving your money assignment. 

Dr. Cherry is an award-winning financial advisor, renowned personal finance speaker, founder, podcaster, and professor to next-generation financial planning professionals. Preston has over 15 years of financial services and academic experience, including financial planning and investment management, published research in top journals, often cited and authors in recognized personal finance publications, and extensive leadership in the planning profession. 

When Preston is not focusing on your journey towards confidently conquering Life Money Balance®, you can find him listening to his vinyl record collection, spending time with his wife, and happily expecting their first child.