Concurrent Financial Planning

Your Modern Financial Advice Team

dr preston cherry 360

Dr. Preston Cherry

Founder and CEO | Wealth Advisor
Personal Financial Planning Ph.D. | Accredited Financial Counselor | Certified Financial Therapist | Certified Financial Planner
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dr eiman osseilan 360

Dr. Eiman Osseilan

Managing Partner | Chief Coaching Officer | Wealth Advisor
Personal Financial Planning Ph.D.
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dr ajamu loving 360

Dr. Ajamu Loving

Chief Investment Officer | Wealth Advisor
Personal Financial Planning Ph.D. | Certified Financial Planner
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dr mark evers 360

Dr. Mark Evers

Chief Planning Officer | Wealth Advisor

Personal Financial Planning Ph.D. | Chartered Retirement Planning Counselor | Certified Financial Planner

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philip gibson 360

Dr. Philip Gibson

Chief Compliance Officer | Wealth Advisor
Personal Financial Planning Ph.D. | Certified Financial Planner
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People First

We are multicultural, emotion-forward, and human-focused, serving the aspirational, affluent, and abundant-minded.
We offer compassion and a trusted space for you to express vulnerability and courage. In a no-shame, no-judgement zone, we meet you where you are so you can get where you want to go.
We appreciate your values, experiences, and cultures to help you navigate life events and achieve your version of financial freedom.