Preston Cherry

Founder & Wealth Advisor

Founder and Wealth Advisor at Concurrent Wealth, a flat-fee financial-advisory firm serving high-income Gen X professionals, business owners and energy-sector leaders. He holds a PhD and a CFP credential with more than eighteen years across financial advice and academia, has served as past president of the Financial Therapy Association, directs the Financial Planning Program at UW-Green Bay, and authored the book Wealth in the Key of Life, with his work featured in The New York Times, Forbes and The Wall Street Journal.