Dr. Preston Cherry, AFC®, CFT™, CFP®

Financial Planning Services That Lets You Live Fully and Retire Confidently

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Concurrent Financial Planning Dr. Preston Cherry, AFC®, CFT™, CFP®
Green Bay, WI

Serving Clients Nationwide

Financial Planning Services That Lets You Live Fully and Retire Confidently

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Dr. Preston Cherry, AFC®, CFT™, CFP®

Dr. Preston D. Cherry is the author of Wealth in the Key of Life (Wiley, 2024) and the Founder and CEO of Concurrent Wealth Management. 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.com Ten to Watch in 2023. Dr. Cherry is also a member of the CNBC Advisor Council, Investopedia Advisor Council, and Kiplinger’s Advisor Collective. In 2024, the Texas Tech University School of Financial Planning awarded Preston the Distinguished Alumni Award.

On most days, you’ll find Preston at Concurrent Financial Planning advising clients on their financial planning being a university professor or hosting 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.

Professional Designations

  • Accredited Financial Counselor (AFC)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Financial Therapist (CFT)

Affiliations

  • Association of African American Financial Advisors (AAAA)
  • Financial Therapy Association

Primary Location

101 South Military Ave, Suite 255, Green Bay, WI, 54303

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to get started. Schedule a no-cost, 25-minute consultation to see if our services match your financial goals. After you select your date and time, please answer the quick get-to-know prompts. It takes 30 seconds. We look forward to speaking with you.

Offers Investment Management

Yes

About Concurrent Financial Planning

You spend your life pouring yourself into your work, trying to build that nest egg so you can retire. You sacrifice and save, hoping maybe one day you’ll be able to live a prosperous future life.

Why should you have to choose between living your ideal lifestyle now and feeling secure for retirement?

At Concurrent Financial Planning, we use our signature Life Money Balance® philosophy to deliver a people-focused ideal experience that aligns your values with financial life planning to provide trusted financial advice to create your life design.

Your life and money are meant to work together… Concurrent-ly.

We provide custom-tailored financial planning, investment management, and tax planning for Gen X and individuals seeking freedom, flexibility, and fulfillment through their course of life.

Let your money work for you, within your life-minded money plan.

We believe that abundance and wealth are made for you, which is why we strive to
help you find the harmony between your wealth and well-being.

Education

Texas Tech University, Masters, Personal Financial Planning | College of Health and Human Sciences at Texas Tech University, Doctor of Philosophy - PhD, Personal Financial Planning | Prairie View A&M University, BBA, Finance

Hobbies and Interests

  • Board Games
  • Family
  • Movies
  • Music
  • Tennis

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.