Concurrent Financial Planning

Life Money Balance® Blog

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Concurrent top 100 Financial Advisor List for 2021

Concurrent Makes Top 100 Financial Advisor List for 2021

This June, the globally known financial knowledge platform Investopedia published its annual Top 100 Financial Advisor List for 2021, for which I am humbly honored...

fifty under fifty

Dr. Cherry Named to QuadA Fifty Under 50 Program

In Fall 2021, the Association of African American Advisors announced its annual Fifty Under 50 Program, which recognizes and celebrates influential Black/African American licensed financial...