Advisor Council

Preston D. Cherry, CFP

Preston D. Cherry, Ph.D., CFP and founder and president of Concurrent Financial Planning in Green Bay, Wisconsin.
Preston D. Cherry

Preston D. Cherry, PhD, is a certified financial planner, founder and president of Concurrent Financial Planning in Green Bay, Wisconsin and director of the Financial Planning Program and the Charles Schwab Foundation Center for Financial Wellness at the University of Wisconsin-Green Bay. He has more than 15 years of financial services and academic experience, including financial planning, investment management, published research in top peer-reviewed journals, and extensive leadership in the planning profession.

Cherry is also an accredited financial counselor designation and a certified financial therapist. Preston has been cited by CNBC, The New York Times, Forbes, The Wall Street Journal and Yahoo Finance. He is an Investopedia 100 Top Financial Advisor, 2022 ThinkAdvisor LUMINARY Finalist, Ten to Watch in 2023, 2022 Past-President of the Financial Therapy Association, practitioner editor of the award-winning Journal of Financial Planning, and Board Member of the FinServ Foundation. 

Cherry is a regular speaker, hosts the "Life Money Balance" podcast and can be reached at Follow Cherry on Twitter @drprestoncherry.