Dr. Preston Cherry
Featured In the Media
Dr. Preston Cherry is a flat-fee fiduciary financial advisor, author, and nationally recognized expert in life-centered financial planning. His media appearances reflect the real client work he does every day—helping Gen X professionals and families make clear, values-aligned decisions around wealth, retirement, and long-term security.
As a CFP® professional with a background in financial therapy, Dr. Cherry brings practical strategy and human insight to conversations about money—grounded in experience, not headlines.
Featured In
InvestmentNews: Advisors Offer Financial Solutions for Parents Facing 'Boomerang' Child Situations
Dr. Preston Cherry was featured in InvestmentNews discussing how Gen X parents can navigate the financial and emotional complexities of adult children returning home without compromising their own retirement security. The article highlights creating structured transition plans, auditing real support costs, setting healthy financial boundaries, and balancing intra-life transfers with long-term independence for both generations.
CNBC Arabia: Gold Markets, Geopolitical Uncertainty, and Portfolio Strategy
Dr. Preston Cherry was featured on CNBC Arabia discussing gold's recent price volatility, the interplay between oil shocks and institutional trust, and what the current macro environment means for investors. The segment highlights his expertise in investment strategy, portfolio strategy, and financial planning — with a focus on position sizing, diversification discipline, and managing sequence-of-returns risk in uncertain global markets.
The Daily Upside: What to Do When Clients Struggle With Gambling Issues
Dr. Preston Cherry was featured in Advisor Upside discussing how wealth managers can recognize and respond when clients exhibit problem gambling behavior. The article highlights his expertise in financial planning, behavioral finance, and financial therapy — offering guidance on anchoring sensitive client conversations in long-term financial goals.
Wealthtender: Your EOG Resources Benefits & Career: Financial Planning for Employees and Executives
Dr. Preston Cherry was featured in Wealthtender, providing financial planning insights for EOG Resources employees and executives navigating complex compensation and benefits decisions. The article highlights his expertise in financial planning, equity compensation strategy, tax strategy, and retirement planning for high-income oil and gas professionals.
Kiplinger: Rich but Restless: Why Your $5M Portfolio Isn’t Buying Retirement Confidence
Dr. Preston Cherry was featured in Kiplinger discussing why high net worth alone does not create retirement confidence and what truly drives financial clarity. The article highlights his expertise in financial planning, retirement planning, behavioral finance, and retirement income strategy focused on structure, flexibility, and long-term alignment.
CNBC Arabia: Is Gold Still a Safe Haven During War and Energy Shocks?
Dr. Preston Cherry was featured on CNBC Arabia discussing how gold behaves during periods of war, energy shocks, and shifting macroeconomic conditions. The segment highlights his expertise in investment strategy, portfolio construction, and financial planning, with a focus on how real yields, the dollar, and uncertainty shape gold’s role in diversified portfolios.
TheStreet: Beating the S&P 500 Won’t Save Your Retirement — But This Will
Dr. Preston Cherry was featured in TheStreet discussing why outperforming the S&P 500 is not the primary objective in retirement planning. This perspective reframes investing from performance-driven to purpose-driven portfolio management decision-making. The article highlights his expertise in financial planning, retirement income strategy, and portfolio construction focused on long-term sustainability and lifestyle alignment.
Wealthtender: Financial Planning for TechnipFMC Employees and Executives
Dr. Preston Cherry was featured in Wealthtender sharing financial planning insights for TechnipFMC employees and executives navigating complex compensation structures. The article highlights his expertise in integrating equity compensation, tax strategy, retirement income planning, and employer benefits into a cohesive long-term wealth strategy.
Kiplinger: Why Flat Fees for Financial Advice Work When They're Tied to Value Rather Than Portfolio Growth
Dr. Preston Cherry explains why flat-fee financial advice should reflect planning complexity, responsibility, transparency, and delivered value rather than a percentage-of-assets fee that automatically rises as portfolios grow. The article highlights his expertise in modern financial planning, transparent pricing, and fiduciary advice.
MarketWatch: Gold at $6K? What 5 Experts Predict for 2026
Dr. Preston Cherry was featured in MarketWatch discussing gold prices, market uncertainty, and portfolio positioning during periods of economic instability. The article highlights his expertise in investment strategy, macro-economic risk, and diversified portfolio planning.
InvestmentNews: REITs May Be Worth Another Look in 2026, Advisors Say
Dr. Preston Cherry was featured in InvestmentNews discussing public REITs, interest rates, and portfolio opportunities in real estate securities. The article highlights his expertise in investment management, income-oriented portfolio strategy, and tax-aware asset positioning.
InvestmentNews: Should Wealth Managers Keep Riding the Silver Train?
Dr. Preston Cherry was featured in InvestmentNews discussing silver’s surge, commodity cycles, and investor positioning during economic uncertainty. The article highlights his expertise in portfolio diversification, macro-driven investing, and risk-aware investment strategy.
Kiplinger: The Best Money Advice of All Time
Dr. Preston Cherry was featured in Kiplinger’s collection of timeless money wisdom for his perspective on aligning financial decisions with what matters most in life. The article highlights his expertise in behavioral financial planning, values-based decision-making, and life-aligned financial strategy.
MarketWatch: 9 Financial Planners Reveal the No. 1 Piece of Advice They Wish They'd Known Earlier
Dr. Preston Cherry was featured in MarketWatch sharing a financial principle centered on aligning money decisions with personal values and flexibility. The article highlights his expertise in financial planning, behavioral finance, and values-based wealth strategy.
MarketWatch: “The Biggest Waste of Money?” 6 Financial Pros Weigh In
Dr. Preston Cherry was featured in MarketWatch discussing when single-residence real estate may undermine long-term financial efficiency. The article highlights his expertise in lifestyle planning, opportunity cost analysis, and practical wealth decision-making.
Kiplinger: High-Income but Low Confidence? A Financial Planner’s 5-Point Fix
Dr. Preston Cherry was featured in Kiplinger outlining a framework to help high-income households translate earnings into durable financial clarity and confidence. The article highlights his expertise in comprehensive financial planning, behavioral wealth strategy, and long-term financial resilience.
The New York Times: When Moving in Retirement Becomes an Expensive Reality Check
Dr. Preston Cherry was featured in The New York Times discussing the financial and emotional realities of relocating during retirement. The article highlights his expertise in retirement planning, life transitions, and decision-making beyond traditional financial metrics.
Schwab Network: Dr. Cherry’s Diversified Energy Pick — EOG Resources
Dr. Preston Cherry was featured on Schwab Network discussing EOG Resources, Federal Reserve policy, and energy-sector market signals. The segment highlights his expertise in market commentary, portfolio positioning, and energy-sector investment analysis.
Yahoo Finance: Vanguard Has a New Solution for Retirees Worried About Outliving Their Money
Dr. Preston Cherry was featured in Yahoo Finance discussing retirement income strategies and longevity risk in modern retirement planning. The article highlights his expertise in retirement distribution planning, sustainable income strategy, and long-term financial security.
Financial Planning Association: 2025 Heart of Financial Planning Award
Dr. Preston Cherry was recognized by the Financial Planning Association as a recipient of the 2025 Heart of Financial Planning Award for his contributions to the financial planning profession and public financial wellness. The announcement highlights his expertise in financial planning, financial therapy, fiduciary advice, behavioral finance, and values-based financial guidance.
Schwab Network: Investors Who Don’t Join in Rally Could Wind Up with FOMO
Dr. Preston Cherry was featured on Schwab Network discussing market rallies, cash positioning, and why sitting on the sidelines can create investor FOMO. The segment highlights his expertise in investment strategy, portfolio construction, behavioral finance, and disciplined market participation.
U.S. News & World Report: How Much Do I Need to Contribute to My Retirement Accounts Per Month to Become a Millionaire?
Dr. Preston Cherry was featured in U.S. News & World Report discussing monthly contribution strategies and the mindset required to build a million-dollar retirement account. The article highlights his expertise in retirement planning, investment strategy, and retirement income planning.
U.S. News & World Report: 5 Best S&P 500 Index Funds to Buy for 2026
Dr. Preston Cherry was featured in U.S. News & World Report offering expert guidance on how to evaluate and select S&P 500 index funds based on individual investing style. The article highlights his expertise in investment strategy, portfolio strategy, and financial planning, with insight on cost efficiency, tax efficiency, tracking accuracy, and long-term diversification for retirement goals.
WealthManagement.com: Getting Past the Seven-Year Fog with Dr. Preston Cherry
Dr. Preston Cherry was featured in WealthManagement.com's discussing his personal journey through life and money misalignment, and how those experiences shaped his approach to client work. The article highlights his expertise in behavioral finance and financial planning, connecting personal well-being, empathy, and fulfillment to long-term financial harmony.
EINPresswire: Concurrent Wealth Management Launches Financial Harmony™ Membership, Redefining Access to Fiduciary Guidance
Dr. Preston Cherry was featured in EINPresswire announcing the launch of the Financial Harmony™ Membership, a fiduciary group financial guidance platform designed to expand access to credentialed financial planning beyond traditional high-minimum models. The article highlights his expertise in financial planning, fiduciary advice, and retirement income planning, introducing a transparent, people-centered membership model built for Gen X professionals, retirees, and older millennials.
Financial Planning Association: FPA Recognizes Individuals Who Improve the Financial Planning Profession and Benefit Society
Dr. Preston Cherry was recognized by the Financial Planning Association as a recipient of the 2025 Heart of Financial Planning Award, honoring his remarkable commitment to advancing financial wellness, literacy, and education across communities. The announcement highlights his broader contributions to the profession through academic leadership, fiduciary advice, and transforming how individuals and professionals relate to money.
Journal of Financial Planning: Personality Traits and Annuity Adoption: Unlocking Behavioral Insights of Retirement Income Strategies
Dr. Preston Cherry is a co-author of this Journal of Financial Planning research paper examining how personality traits influence annuity adoption decisions using the OCEAN framework. The article highlights his expertise in behavioral finance, retirement income planning, and financial planning, offering fiduciary advisors deeper insight into aligning annuity recommendations with individual client profiles and retirement needs.
Investopedia: How Gen X Clients Can Downsize for Retirement
Dr. Preston Cherry authored this Investopedia article sharing his client guidance on the strategic timing, housing options, and financial considerations involved in downsizing for retirement. The article highlights his expertise in retirement planning, retirement income planning, and financial planning, with practical strategies around home equity reallocation, tax strategy, and cash flow optimization for Gen X clients approaching retirement.
Morningstar: Preston Cherry: 'Money Can Indeed Buy Happiness'
Dr. Preston Cherry was featured on Morningstar's The Long View podcast discussing the connection between wealth and well-being, financial harmony, and the philosophy behind his book Wealth in the Key of Life: Finding Your Financial Harmony. The article highlights his expertise in behavioral finance and financial planning, exploring how aligning life values with money decisions leads to more meaningful retirement planning.
Investopedia: 5 Signs You Might Benefit from Financial Therapy
Dr. Preston Cherry was featured in Investopedia as an expert source discussing the emotional drivers behind money patterns and how financial therapy helps individuals identify and resolve the psychological roots of financial stress. The article highlights his expertise in behavioral finance and financial planning, offering insight into how addressing money anxiety, compulsive spending, relationship conflict, and financial trauma leads to healthier financial decision-making.
Morningstar: Dr. Preston Cherry: 'Money and Life Intertwined'
Dr. Preston Cherry was featured on Morningstar's The Long View podcast discussing the intersection of financial planning and life values, the role of mentors, diversity in the profession, and what truly works in financial education. The article highlights his expertise in financial planning, behavioral finance, retirement income planning, and portfolio strategy, drawing on his dual roles as a practicing fiduciary advisor and financial planning professor.
Schwab Network: How a Fed Rate Cut Impacts Main Street
Dr. Preston Cherry was featured on Schwab Network discussing the real-world impact of Federal Reserve rate cuts on household finances, defensive investment strategies, and the state of the labor market. The segment highlights his expertise in financial planning, investment strategy, and portfolio strategy, with guidance on staying committed to long-term investing plans and the compounding advantage of time for younger investors.
Nasdaq Trade Talks: Potential Impacts of Rate Cuts Across Asset Classes
Dr. Preston Cherry was featured on Nasdaq Trade Talks discussing the impact of Federal Reserve rate cuts across asset classes, investor confidence, and portfolio strategy in an uncertain economic environment. The segment highlights his expertise in investment strategy, portfolio strategy, and financial planning, with guidance on maintaining a core portfolio, utilizing satellite positions in alternative investments, and staying consistent with long-term investing commitments
FOX 2 Detroit: Financial Planning with Dr. Preston Cherry
Dr. Preston Cherry was featured on FOX discussing money mindset, life and money alignment, and how to approach retirement planning with purpose and intention. The segment highlights his expertise in financial planning, retirement planning, and behavioral finance, with guidance on finding your personal fulfillment number, setting meaningful savings rates, and designing a life-first financial plan.
Yahoo! Finance: What is a "Certified Financial Therapist?"
Dr. Preston Cherry was featured on Yahoo Finance discussing the unique role of a Certified Financial Therapist and how combining financial expertise with psychological insight strengthens retirement planning outcomes. The segment highlights his expertise in behavioral finance, retirement planning, retirement income planning, and financial planning, with guidance on building wealth with purpose and adjusting investment strategy when life circumstances change.
NerdWallet: 5 Financial Mistakes to Avoid When You Are Self-Employed
Dr. Preston Cherry was featured in NerdWallet as an expert source discussing key financial pitfalls self-employed individuals should avoid, including failing to save for retirement and overlooking tax-advantaged health care options. The article highlights his expertise in financial planning, retirement planning, and tax strategy, with practical guidance on solo 401(k)s, IRAs, HSAs, and building a purpose-driven financial foundation as an entrepreneur.
Kiplinger: The '8-Year Rule of Social Security' — A Retirement Rule
Dr. Preston Cherry was featured in Kiplinger discussing the strategic implications of the eight-year Social Security filing window and how timing decisions intersect with broader retirement income planning. The article highlights his expertise in retirement planning, retirement income planning, and tax strategy, with insight on bridging the gap between early and delayed filing, coordinating Roth and brokerage assets, and managing RMDs and IRMAA surcharges for long-term financial clarity.
Yahoo! Finance: Stock Market Rally — Don't Let FOMO Derail Your Investment Plan
Dr. Preston Cherry was featured on Yahoo Finance discussing how investors should respond to the stock market rally following the US-China tariff reduction, with a focus on avoiding emotional decision-making and FOMO-driven investing. The segment highlights his expertise in investment strategy, portfolio strategy, and financial planning, with guidance on staying disciplined and committed to a long-term investment plan during periods of market volatility and momentum.
Financial Planning Association: The FPA Names New Practitioner Editor for the Journal of Financial Planning
Dr. Preston Cherry was announced by the Financial Planning Association as the new practitioner editor of the Journal of Financial Planning, bringing his dual expertise as a practicing fiduciary advisor and academic to help shape the profession's body of knowledge. The announcement highlights his expertise in financial planning and behavioral finance, reflecting his commitment to elevating diverse thought, connecting financial planning theory with practical application, and advancing the profession's knowledge-building mission.
Nasdaq Trade Talks: Market Timing and the Role Behavioral Finance Plays
Dr. Preston Cherry was featured on Nasdaq Trade Talks discussing market volatility, behavioral finance, and how investors should navigate unprecedented uncertainty driven by tariff policy and shifting economic conditions. The segment highlights his expertise in behavioral finance, investment strategy, and portfolio strategy, with guidance on avoiding recency bias, managing sequence of return risk, and using market downturns as generational entry points for long-term investors.
Yahoo! Finance: Cost of Missing Market's Best Days
Dr. Preston Cherry was featured on Yahoo Finance discussing how to navigate market volatility driven by tariff policy, the cost of missing the market's best days, and practical strategies for protecting and positioning portfolios during uncertainty. The segment highlights his expertise in investment strategy, portfolio strategy, and financial planning, with guidance on opportunistic investing, dollar-cost averaging, cash management, and pausing lifestyle inflation during turbulent markets.
AARP: 5 Steps for Couples to Make a Staggered Retirement Work
Dr. Preston Cherry was featured in AARP as an expert source discussing the financial risks of drawing down retirement savings too early when spouses retire at different times. The article highlights his expertise in retirement planning, retirement income planning, and financial planning, with guidance on managing cash flow, avoiding sequence of return risk, and exploring part-time income strategies to protect long-term retirement security.
Tavis Smiley: Dr. Preston Cherry Joins Tavis Smiley
Dr. Preston Cherry was featured on Tavis Smiley sharing practical guidance on navigating tax season and managing inflation and economic uncertainty through sound financial strategy. The segment highlights his expertise in tax strategy, investment strategy, and financial planning, with actionable tips for mitigating risk and maintaining financial stability in a volatile economic environment.
CNBC: As Recession Risk Jumps, Top Financial Pros Share Their Best Advice to Clients
Dr. Preston Cherry was featured in CNBC discussing how investors should respond to rising recession fears and market volatility triggered by sweeping tariff policy. The article highlights his expertise in investment strategy, behavioral finance, and financial planning, with guidance on blocking out emotional noise, maintaining a consistent investment strategy, and staying invested to capture the market's best recovery days following downturns.
Investopedia: Here's Why Gen X Can't Rely on the Great Wealth Transfer for Retirement
Dr. Preston Cherry authored this Investopedia article explaining why Gen X cannot depend on inherited wealth for retirement security and what proactive steps they should take instead. The article highlights maximizing peak earning years, defining a personal freedom number, increasing savings rates, and initiating cross-generational conversations about inheritance and long-term care.
Schwab Network: Watch Policy, Protect 'Near-Term', and Don't Panic
Dr. Preston Cherry was featured on Schwab Network discussing the real-world impact of tariffs, trade policy, and inflation on consumer sentiment and investor portfolios. The segment highlights his expertise in investment strategy, portfolio strategy, and financial planning, with guidance on tuning out political noise, focusing on policy fundamentals, and protecting near-term portfolios without panic during periods of economic uncertainty.
Nasdaq Trade Talks: Emerging Trends Shaping Capital Markets in 2025
Dr. Preston Cherry was featured on Nasdaq Trade Talks discussing early 2025 market trends, the disconnect between market performance and economic fundamentals, and how investors should navigate an environment of elevated valuations, cooling rate cut expectations, and shifting consumer sentiment.
InvestmentNews: Concurrent Financial CEO Reveals Secret for Finding 'Financial Harmony'
Dr. Preston Cherry was featured on InvestmentNews discussing how investors can unlock financial harmony by beginning with an honest self-audit of their financial situation and aligning their money with their life values. The segment highlights his expertise in behavioral finance, financial planning, and retirement planning.
Yahoo Finance: What Do People Regret the Most When They Retire?
Dr. Preston Cherry was featured in Yahoo Finance as an expert source discussing one of retirees' most overlooked regrets — failing to plan emotionally for the transition out of work and what comes next. The article highlights his expertise in retirement planning, behavioral finance, and financial planning, with insight on giving oneself permission to retire, detaching from a work identity, and preparing purposefully for the life that follows a career.
Investopedia: January Effect — What It Is in the Stock Market, Possible Causes
Dr. Preston Cherry was featured in Investopedia as an expert source offering perspective on the January Effect, cautioning investors against following market folklore and reinforcing the importance of disciplined, goal-driven investing. The article highlights his expertise in investment strategy with guidance on maintaining a consistent, personalized investment approach rooted in individual goals and risk tolerance rather than seasonal market patterns.
Yahoo Finance: Planner's New Book Composes 'Wealth in the Key of Life'
Dr. Preston Cherry was featured in Yahoo Finance discussing the philosophy and personal journey behind his book Wealth in the Key of Life: Finding Your Financial Harmony, including his path from financial hardship and substance abuse to building a thriving fiduciary practice. The article highlights his Life Money Balance framework and Six-A Alignment System as tools for helping clients align their life values with their financial decisions without shame or judgment.
CNBC: Why Now May Not Be the Right Time to Join the Bitcoin Craze
Dr. Preston Cherry was featured on CNBC discussing the risks of overconcentration in cryptocurrency and how investors should approach Bitcoin and digital assets with discipline rather than FOMO-driven decision-making. The segment highlights using a core-satellite approach to allocate a measured position in crypto assets while avoiding the dangers of overallocation across generational investor profiles.
Schwab Network: Tax Planning Options Before New Year's
Dr. Preston Cherry was featured on Schwab Network discussing year-end tax planning strategies investors can use to optimize their financial position before the new year. The segment highlights his expertise in tax strategy with guidance on Roth IRA conversions, tax-loss harvesting, and charitable giving as tools to offset capital gains and build long-term tax efficiency.
Schwab Network: Managing Your Trading Emotions
Dr. Preston Cherry was featured on Schwab Network examining the post-election market outlook and the importance of keeping emotions out of investment decisions during periods of heightened uncertainty. The segment highlights interpreting historical post-election market data and maintaining a diversified, long-term portfolio to navigate market volatility with discipline.
Investopedia: What Peak 65 Means for My Gen X Clients
Dr. Preston Cherry authored this Investopedia article examining the retirement realities facing Baby Boomers at Peak 65 and what those trends signal for Gen X as they approach their own retirement horizon. The article highlights his expertise in retirement planning, retirement income planning, and financial planning, with guidance on defining a personal freedom number, maximizing peak earning years, and aligning wealth with well-being to fund both present and future lifestyle goals.
CBS News: 4 Things to Avoid Doing When Your CD Matures
Dr. Preston Cherry was featured in CBS News as an expert source discussing the most common mistakes savers make when a certificate of deposit reaches maturity, including failing to shop for competitive rates and missing opportunities to pay down high-interest debt. The article highlights practical guidance on maximizing yields, avoiding rate complacency, and making intentional decisions that align savings with broader financial goals.
Schwab Network: Stock Market Euphoria — NVDA FOMO
Dr. Preston Cherry was featured on Schwab Network discussing the emotional drivers behind stock market all-time highs, the risks of FOMO-driven concentration in AI stocks like Nvidia, and how investors should balance emotional intelligence with disciplined portfolio strategy. The segment highlights evaluating concentration positions, managing market euphoria, and distinguishing between emotion-driven and fundamentals-based investing decisions.
EINPresswire: Concurrent Financial Planning Bolsters Team with Leading Financial Advisors
Dr. Preston Cherry announced the strategic expansion of Concurrent Financial Planning with the addition of a managing director and three wealth advisors holding Ph.D.s in financial planning, strengthening the firm's capacity to deliver expert, people-first fiduciary guidance. The announcement highlights their expertise in financial planning and fiduciary advice, reflecting the firm's commitment to its Life Money Balance® philosophy and its mission to help clients align wealth with well-being across all life stages.
Schwab Network: How to Properly Juggle the Retirement Struggle
Dr. Preston Cherry was featured on Schwab Network discussing retirement planning challenges facing Gen X, including the growing wealth benchmark and the mindful money mechanics needed to build a confident retirement strategy. The segment highlights aligning savings behaviors, investment decisions, and life goals to close the retirement readiness gap for Gen X investors.
CNBC: Op-Ed — How Gen X Can Transform Worrying About Finances to Flourishing
Dr. Preston Cherry authored this CNBC op-ed offering Gen X a practical roadmap for moving from financial stress to confidence, addressing the unique pressures of the sandwich generation while building a secure retirement future. The article highlights his expertise in financial planning, retirement planning, and retirement income planning, with strategies on catch-up contributions, investment account diversification, setting family financial boundaries, and building trusted relationships with fiduciary advisors.
CNBC: Investing in Trump Media Is an 'Act of Faith,' Expert Says — Here Are Some Risks Involved
Dr. Preston Cherry was featured in CNBC as an expert source discussing the risks of investing in personality-driven stocks like Trump Media, including the dangers of celebrity alignment, FOMO-driven retail investing, and overvaluation at IPO. The article highlights his expertise in investment strategy, behavioral finance, and portfolio strategy, with guidance on recognizing emotional and speculative risks when evaluating high-profile, early-stage public companies.
Kiplinger: Seven Steps to Start Your Child Off on the Right Financial Foot
Dr. Preston Cherry was featured in Kiplinger as a contributing expert discussing how new parents can set their children on a strong financial trajectory by simultaneously investing in compounding financial assets and self-worth from an early age. The article highlights insight on how human capital development and early financial education work together to build lasting wealth and well-being across a lifetime.
Kiplinger: Nine Common Wealth-Building Mistakes You Might Be Making
Dr. Preston Cherry was featured in Kiplinger as a contributing expert discussing how failing to identify a personalized wealth-building savings rate rooted in well-being is one of the most overlooked obstacles to long-term financial success. The article highlights insight on how connecting savings strategy to life aspirations and a clearly defined sense of "enough" unlocks the motivation needed to build lasting wealth.
NerdWallet: 5 Financial Mistakes to Avoid When You Are Self-Employed
Dr. Preston Cherry was featured in NerdWallet as an expert source discussing key financial pitfalls self-employed individuals should avoid, including failing to save for retirement and overlooking tax-advantaged health care options. The article highlights practical guidance on solo 401(k)s, IRAs, HSAs, and building a purpose-driven financial foundation as an entrepreneur.
Financial Planning: Aiming for $100M, RIA Adds 3 Advisors with Doctorates
Dr. Preston Cherry was featured in Financial Planning magazine announcing Concurrent Financial Planning's strategic growth initiative, adding three wealth advisors with Ph.D.s in financial planning as the firm targets $100 million in client assets. The article highlights his expertise in financial planning, fiduciary advice, and behavioral finance, showcasing the firm's distinctive academic foundation, life-centered planning philosophy, and commitment to serving clients through a deeply human, culturally inclusive approach.
Best Life: 9 Anxious Thoughts Keeping You Up at Night — And How to Manage Them
Dr. Preston Cherry was featured in Best Life as an expert source discussing how financial uncertainty is one of the most common sources of nighttime anxiety, and how proactive financial planning can replace money avoidance with clarity and confidence. The article highlights his expertise in behavioral finance, financial planning, and retirement planning, with guidance on defining personal financial "enough" and using intentional financial planning to turn money unknowns into manageable, peace-of-mind decisions.
GOBankingRates: How to Invest $50K, According to a Top Financial Expert
Dr. Preston Cherry was featured in GOBankingRates as an expert source offering strategic guidance on how to thoughtfully invest $50,000 in alignment with individual financial goals and risk tolerance. The article highlights his expertise in investment strategy, portfolio strategy, and financial planning, with practical recommendations on how to allocate a meaningful lump sum across diversified investments to build long-term wealth and financial security.
GOBankingRates: What Gen X Needs to Know About Social Security But Forgets to Ask
Dr. Preston Cherry was featured in GOBankingRates as an expert source discussing the critical Social Security planning considerations that Gen X investors often overlook as they approach retirement. The article highlights his expertise in retirement planning, retirement income planning, and financial planning, with guidance on filing strategy, benefit timing, and how Social Security fits into a broader, life-aligned retirement income plan for Gen X.
GOBankingRates: Are You Worth More Than You Think? A Wealth Expert Shares How To Calculate Your Net Worth
Dr. Preston Cherry was featured in GOBankingRates as an expert source offering practical guidance on how to accurately calculate net worth and what that number truly means in the context of overall financial well-being. The article highlights his expertise in financial planning and behavioral finance, with insight on moving beyond surface-level numbers to understand how net worth connects to personal values, life goals, and a purposeful wealth-building strategy.
Featured In
Frequently Asked Questions
Dr. Preston D. Cherry is an independent, flat-fee fiduciary financial advisor and founder of Concurrent Wealth Management, a Houston-based firm serving high-earning Gen X professionals, executives, and business owners nationwide. He works directly with households on retirement, tax, and investment decisions during major life transitions.
Yes. Dr. Cherry operates as a fiduciary financial advisor, meaning he is professionally and ethically obligated to act in his clients’ best interest. His firm operates on a flat-fee model rather than charging a percentage of assets under management, reducing fee-based conflicts tied to portfolio size.
A flat-fee financial advisor charges a transparent, fixed planning fee instead of a percentage of portfolio assets. This structure reduces fee-based conflicts and allows planning recommendations to remain aligned with a household’s broader financial goals.
Dr. Cherry frequently comments on retirement planning, tax timing, market volatility, gold and asset allocation, equity compensation, behavioral finance, and financial decision-making during periods of economic and institutional uncertainty.
Concurrent Wealth Management is headquartered in Houston, Texas and serves clients nationwide through a virtual and in-person advisory model.