Preston D. Cherry
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Preston D. Cherry

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Dr. Preston D. Cherry is the author of Wealth in the Key of Life (Wiley, 2024) and the Founder and CEO of Concurrent Financial Planning. He also serves as the Director of the Financial Planning Program and the Charles Schwab Foundation Center for Financial Wellness at UW–Green Bay. With over 18 years of experience in financial services and academia, Dr. Cherry helps individuals align their wealth with their well-being, creating financial harmony in their lives. A nationally recognized financial advisor and speaker, Preston has held leadership roles in the profession, including serving as the past president of the Financial Therapy Association. Serving as a Ph.D. in Personal Financial Planning, Certified Financial Planner™ professional, Accredited Financial Counselor®, and Certified Financial Therapist™; his work has been featured in prominent publications like The New York Times, Forbes, The Wall Street Journal, CNBC, Yahoo Finance, The Life Money Balance Blog and the Journal of Financial Planning and he has made media appearances on Schwab Network TV and Nasdaq Trade Talks. He has earned accolades as a Top 10 Investopedia 100 Financial Advisor and a WealthManagement dotcom Ten to Watch in 2023. Dr. Cherry is also a member of the CNBC Advisor Council, Investopedia Advisor Council, and Kiplinger’s Advisor Collective. On most days, you'll find Preston at his Wisconsin-based firm, Concurrent Financial Planning, advising high-income-mass affluent and high-net-worth clients on financial planning, retirement, tax strategies, and investment management. He is the creator of the most-talked-about Life Money Balance® podcast, which reflects his commitment to financial education, focusing on money management's bridge of emotional and psychological aspects with the financial planning process and strategy. Outside of his professional life, Preston is passionate about collecting vinyl records and enjoys quality time with his wife and their newborn son.
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Wealth in the Key of Life

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