Dr Preston Cherry, CFP®

Dr. Preston D. Cherry is not your typical financial expert — he’s a life designer in the world of wealth. As the founder of Concurrent Wealth Management and author of Wealth in the Key of Life, Dr. Cherry empowers people to rewrite their money stories to align wealth with well-being so they can live fully and retire confidently. With a Ph.D. in personal financial planning and over 18 years of experience, he merges technical strategy with emotional insight to help clients transform their relationship with money. He leads the Financial Planning Program at UW–Green Bay and is a trusted voice in national media, with insights featured in The New York Times, CNBC, Forbes, Kiplinger, and Yahoo! Finance. Dr. Cherry believes your money path is the bridge to well-being, purpose, and a life fully lived. His work redefines wealth not just as accumulation, but as alignment — with your values, vision and version of success.

Education

Ph.D. in Personal Financial Planning, Texas Tech University 

Master of Personal Financial Planning, Texas Tech University 

Bachelor of Business Administration, Prairie View A&M University

Certified Financial Planner™ (CFP®) 

Accredited Financial Counselor® (AFC)  

Certified Financial Therapist™ (CFT-I)

Accolades

  • Named a Top 10 Advisor in Investopedia’s 100 Top Financial Advisors list
  • Selected as one of WealthManagement.com’s “Ten to Watch”
  • Member of the CNBC Advisor Council
  • Served as President of the Financial Therapy Association

Expertise in

  • Wealth management
  • Financial planning
  • Investment management & portfolio strategy
  • Retirement strategy
  • Financial therapy & behavioral finance

When your money takes up more account space, it takes up less mind space. Build life-aligned wealth that secures purpose-driven well-being.

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