Currently

Founder & President, Concurrent Financial

Resides In

Green Bay, Wisconsin

Education

Texas Tech University

Expertise

Financial Psychology, Investment Management, Retirement, Financial Wellness

Company Info

Concurrent Financial Planning

Summary

  • Dr. Peston D. Cherry is the founder and president of Concurrent Financial Planning.
  • Preston has over 15 years of financial services and academic experience, including financial planning and investment management.
  • In 2023, Preston is in the top 10 of the Investopedia 100 Top Financial Advisors.

Experience

Dr. Preston D. Cherry is the founder and president of Concurrent Financial Planning where he strives to help clients align their money goals with their life’s purpose, with the ultimate goal being to empower individuals to achieve financial wellness and freedom. In addition to being a certified financial planner, Preston has a doctor of philosophy, which gives him a unique perspective to guiding his clients. In 2023, Preston is in the top 10 of the Investopedia 100 Top Financial Advisors.

In addition to his work with Concurrent Financial Planning, Preston is the founder and director of the Charles Schwab Foundation Center for Financial Wellness provides at the University of Wisconsin, Green Bay location. There, he provides financial literacy services to college students and community residences and organizations through peer coaching, a podcast, and one-on-one pro bono planning. He also serves as the head of the financial planning program at the University of Wisconsin, Green Bay, where he publishes scholarly research that covers personal financial planning, household economics, and behavioral finance.

Preston formerly served as the president of the Financial Therapy Association. In the past, Preston has been cited by the New York Times, Forbes, the Wall Street Journal, CNBC, and Yahoo Finance. Some of his many accolades include being named an Investopedia 100 Top Financial Advisor, 2022 ThinkAdvisor LUMINARY Finalist, and WealthManagement.com Ten to Watch in 2023.

Education

Dr. Preston Cherry has a BBA in finance from Prairie View A&M University, a masters in personal financial planning from Texas Tech University, and a Doctor of Philosophy from Texas Tech University College of Human Sciences.