Dr. Preston Cherry, CFP®
Dr. Preston Cherry is an independent, flat-fee financial adviser and founder of Concurrent Wealth Management, working directly with households on retirement, tax and investment decisions during life transitions. Based in Houston and serving clients nationwide, he provides comprehensive financial planning with integrated investment management, delivered through a transparent flat-dollar fee structure tied to complexity and value — not portfolio growth.
With nearly two decades of experience, Preston specializes in helping high-earning professionals, business owners and executives navigate retirement planning, tax strategy, equity compensation and major career transitions with clarity and confidence.
He holds a Ph.D. in Personal Financial Planning, is a CERTIFIED FINANCIAL PLANNER™ professional and financial therapist and is the creator of Financial Harmony™, a fiduciary wealth doctrine integrating behavioral finance and money psychology into practical, life-aligned financial planning.
He is the author of Wealth in the Key of Life (Wiley) and a nationally recognized media contributor. His work has been featured by Kiplinger, The New York Times, Investopedia, AARP, Schwab Network, and Nasdaq Trade Talks. He has been named a Top 10 Investopedia Advisor and recipient of the FPA Heart of Financial Planning Award. You can schedule a complimentary good-fit conversation here.
Phone: 832-744-1176 | Email: hello@concurrentfp.com | Website: www.concurrentfp.com
