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Preston C
CFP®, Series 63, Series 65
Houston, TX
Concurrent Wealth Management
Preston Cherry is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He operates Concurrent Wealth Management, an independent firm based in Houston, TX. His background includes academic roles at the University of Wisconsin – Green Bay and Texas Tech University. Concurrent Wealth Management is a virtual, fee-only registered investment adviser serving individuals and retirement-plan sponsors. The firm offers comprehensive financial planning and discretionary investment management through a flat monthly subscription model, incorporating behavioral and educational elements alongside a core-and-satellite, long-term asset allocation strategy.
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