Dr. Preston D. Cherry, CFP®, Ph.D.
Dr. Preston D. Cherry is the founder and CEO of Concurrent Wealth Management, an award-winning, Houston-based fiduciary firm serving high-earning Gen X professionals, business owners and executives nationwide. With nearly two decades of experience, Dr. Cherry helps clients align wealth with life through personalized financial planning, tax-efficient investment strategies and life-centered decision-making. His work focuses on retirement planning, executive and equity compensation, tax strategy, investment management and guiding clients through major life and career transitions with clarity and confidence.
Dr. Cherry is a CERTIFIED FINANCIAL PLANNER™ professional, a financial therapist and holds a Ph.D. in Personal Financial Planning. He is the author of Wealth in the Key of Life: Finding Your Financial Harmony (Wiley) and the creator of the Financial Harmony™ framework. His philosophy centers on what he calls "wealth-secured well-being," helping individuals and families pursue not only strong financial outcomes, but a deeper sense of alignment between their money, values and life priorities.
A nationally recognized expert in money psychology and financial behavior, Dr. Cherry is a past president of the Financial Therapy Association and a frequent contributor to leading financial media. He has been quoted or featured by Kiplinger, Yahoo Finance, The New York Times, AARP, U.S. News & Report, Schwab Network TV, Nasdaq Trade Talks and Investopedia. He has been named a Top 10 Investopedia Advisor and 2025 FPA Heart of Financial Planning Award winner for his leadership in modern, client-centered financial planning.
Through Concurrent Wealth Management, Dr. Cherry provides flat-fee fiduciary advice designed for today's complex financial lives. He works with clients virtually and in person, helping them make confident decisions, reduce financial stress and build strategies that support both long-term security and present-day quality of life.
Phone: 832-744-1176 | Email: hello@concurrentfp.com | Website: www.concurrentfp.com
