Preston Cherry

Founder and CEO, Educator & Author, at Concurrent Wealth Management

Speaker

Dr. Preston D. Cherry is the author of Wealth in the Key of Life and the Founder and CEO of Wealth Management. He also serves as the Director of the Financial Planning Program and the Charles Schwab Center for Financial Wellness at UW–Green Bay. With over 18 years of financial advice and academic experience, Dr. Cherry helps people create financial harmony by aligning their wealth strategies and well-being aspirations to achieve their life design.

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 Wealth Management advising clients on their financial planning, being a university professor, or hosting the most-talked-about Life Money Balance® podcast, using financial education to bridge money psychology with the financial planning process and wealth strategies.

Outside of his professional life, Preston is passionate about collecting vinyl records and enjoys quality time with his wife and their newborn son.