Preston D. Cherry
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Preston D. Cherry

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Dr. Preston D. Cherry believes life's most important financial decisions are rarely isolated money decisions; they emerge through transitions, setbacks, reinventions, and defining life moments that shape who we are and how we want to live. His answer is Financial Harmony™: life-aligned finances through wealth-secured well-being. At its center is Return on Alignment™ (ROA), a measure of how effectively your financial planning and strategy support the life you actually want to live. The result is intentional wealth accumulation and aligned deployment, with guilt-free permission to live, decide, and evolve with purpose. An independent, flat-fee financial advisor and founder of Concurrent Wealth Management, Dr. Cherry works directly with Gen X high-income professionals, business owners, and oil & gas executives on retirement, tax, investment, and life-transition decisions. His work explores the Humanity of Money™ — the emotional, behavioral, and life-centered realities traditional financial advice overlooks — and the tension between over-maximizing financial decisions and thoughtfully optimizing a financial life aligned with evolving life realities. His insights have been featured in The New York Times, The Wall Street Journal, Kiplinger, and Yahoo Finance. Dr. Cherry holds a Ph.D. in Personal Financial Planning and is a Certified Financial Planner™ professional, Accredited Financial Counselor®, and Certified Financial Therapist™. He is a past president of the Financial Therapy Association, a recipient of the 2025 FPA Heart of Financial Planning Award, and an Investopedia Top 10 Financial Advisor. He also received the Texas Tech University School of Financial Planning Distinguished Alumni Award.
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