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Household Hysterics, Story Listening, Statements and more with Dr. Preston Cherry
Manage episode 295772292 series 2892948
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In this Swift Chat, Marie Swift of Impact Communications, Inc., speaks with Preston D. Cherry, Ph.D., CFP®, of Concurrent Financial Planning, LLC. Dr. Cherry is also Assistant Professor of Finance & Personal Financial Planning in the School of Business at the University of Wisconsin Green Bay.
Preston shares his backstory and why he chose to establish Concurrent as an independent, virtual financial planning firm that serves individuals, families, and business owners nationwide. They are guided by the core principle of the fiduciary standard, which is to always put client interests first. Concurrent offers a transformational personal financial planning process that helps bring balance between their life and their money where they work in concurrent partnership to help clients achieve their life aspirations. He also talks about his work at the University of Wisconsin Green Bay and how he is a product of the Texas Tech (Lubbock, Texas) PFP curriculum made famous by industry luminaries Deena Katz and Harold Evensky.
Preston is also working on a book so we learn more about Statements and story listening, household hysterics, and other fun facts about Preston and his life, mission, and focus.
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