Preston D. Cherry, CFP^®

Dr. Preston D. Cherry, CFP®, Ph.D., is the Founder and President of Concurrent Wealth Management, an independent, Houston-based flat-fee fiduciary financial planning and wealth management firm. He works directly with households nationwide on retirement, tax, and investment decisions during pivotal life and career transitions. With nearly two decades of experience, Dr. Cherry specializes in helping high-earning professionals, business owners, and Gen X leaders navigate retirement durability while maintaining lifestyle flexibility. His work integrates comprehensive financial planning, investment management, tax-efficient distribution strategies, and equity compensation planning. Through his Financial Harmony™ framework, he incorporates behavioral finance and financial therapy principles to align financial decisions with long-term stability and overall well-being. Dr. Cherry holds a Ph.D. in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a past President of the Financial Therapy Association and a nationally recognized media contributor, with work featured in Kiplinger, The New York Times, MarketWatch, AARP, and Investopedia. He has been named to the Investopedia 100 Top Financial Advisors and received the FPA Heart of Financial Planning Award.