Preston D. Cherry

At-a-Glance

Founder of Concurrent Wealth Management, serving high-earning Gen X professionals, business owners, and oil & gas leaders.
Creator of Financial Harmony™, a framework for aligning life and wealth.
Author of the book *Wealth in the Key of Life*.
Host of the *Life Money Balance® Podcast*.
Holds a Ph.D., is a professor, and has certifications including AFC®, CFT™, and CFP®.
Recognized by Investopedia as a member of its Advisor Council and a Top 100 advisor.

Biography

Dr. Preston D. Cherry is the Founder of Concurrent Wealth Management, a firm dedicated to helping high-earning Gen X professionals, business owners, and oil & gas leaders achieve clarity and confidence with their money. He emphasizes aligning life and wealth through trusted, flat-fee advice, which includes comprehensive planning, tax strategy, equity compensation, and behavioral insight.

With over two decades of experience, Dr. Cherry brings academic depth to his practice, holding a Ph.D.