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Preston D. Cherry | Ph.D., CFP®

Founder & President

Dr. Preston Cherry - concurrent financial planning.png

People have lives and loved ones that are real and evolve, which calls for Life Money Balance™ planning that allows for flexibility and growth that ultimately leads to personal life and money freedom regardless of their life stage. Working with people on their financial wellness journey is an honor and a privilege.

Schedule a call and take a step

towards Life Money Balance™


Dr. Cherry specializes in empowering households and business owners with a trusted place where they can be candid and comfortable sharing their stories and aspirations about their life and money; past, present, and future. The goal is to utilize their unique stories to cultivate financial independence that optimizes their financial resources and encourages financial wellness, creating a life wholeness experience.


Preston has over 15 years of professional financial services and academic experience, including comprehensive financial planning, investment management, evidence-based research, and extensive leadership and service in the financial planning profession and community. He couples these aspects with his passion for coaching and counseling to help individuals engage with their Life Money Balance™  journey. 


Preston is a professional speaker and is often invited by nationally recognized publications and platforms to offer personal finance expertise that helps people achieve their financial goals and wellness. In 2021, he was recognized as one of Investopedia’s 100 Top Financial Advisors.   Full Biography >


Personal interests & fun facts

  • engaged to be married

  • best uncle

  • writes poetry

  • tennis, hikes

  • vinyl music collection

  • board games

  • good film

  • laugh & smile.

Meet Preston

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