Dr. Preston Cherry

Dr. Preston D. Cherry, Ph.D., CFP®, is a nationally recognized wealth advisor, financial therapist, author, educator, and speaker whose work sits at the intersection of financial strategy, money psychology, and life alignment. He is the founder of Concurrent Wealth Management and the creator of the Financial Harmony™ philosophy, a framework that helps individuals and organizations align financial decisions with values, well-being, and long-term purpose.

With over 18 years of experience spanning financial advisory work, academic leadership, and behavioral research, Dr. Cherry is known for translating complex financial decisions into clarity people can actually live with. His approach blends rigorous financial planning with the human realities of identity, emotion, and life transitions. This integration has made him a trusted voice for households, institutions, and national media alike.

He is a Top 10 Investopedia Financial Advisor, Investopedia Advisor Council member, and recipient of the 2025 FPA Heart of Financial Planning Award. His insights appear regularly in The New York Times, Kiplinger, Yahoo Finance, and AARP.

Additionally, Dr. Cherry is the author of Wealth in the Key of Life and the host of The Financial Harmony Podcast, where he explores how money functions as both a technical tool and a psychological mirror. His work challenges traditional wealth narratives and offers a more human-centered model of financial success.

He previously served as Founder and Director of the Financial Planning Program and Center for Financial Wellness at the University of Wisconsin–Green Bay, where he built academic-practitioner bridges and advanced financial wellness education at scale.

Dr. Cherry is also a Past President of the Financial Therapy Association, contributing to the advancement of financial therapy as a professional discipline and helping integrate evidence-based psychology into financial planning practice.