Dr. Preston Cherry is redefining what it means to achieve financial harmony. As the Founder and CEO of Concurrent Wealth Management and author of Wealth in the Key of Life (2024), he’s dedicated to helping individuals align their wealth with their well-being.
Dr. Cherry’s work bridges the emotional and psychological aspects of money with strategic financial planning, making him a nationally recognized thought leader. Whether advising clients, teaching the next generation of financial professionals, or sharing insights on CNBC and Forbes, he’s shifting how we think about wealth.
This Black History Month, we’re celebrating changemakers like Dr. Cherry, whose contributions shape the financial services industry and beyond.
