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
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.
Are You Worth More Than You Think? A Wealth Expert Shares How To Calculate Your Net Worth
The Financial Planning Association Names New Practitioner Editor for the Journal of Financial Planning
The Emerging Trends That Could Shape the Capital Markets and Macro Landscape in Early 2025
Investing in Trump Media is an ‘act of faith,’ expert says. Here are some risks involved
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.
