Q&A with Preston Cherry

On Career Paths, Starting a Firm and Advice for Young Planners

Journal of Financial Planning: May 2020


WHO: Preston D. Cherry, Ph.D., CFP®

WHAT: Founder and president of Concurrent Financial Planning Center LLC; recent Ph.D. recipient in personal financial planning from Texas Tech University; and graduate instructor at Texas Tech University and Dalton Education

WHAT'S ON HIS MIND: “Admit and acknowledge who you are and embrace it. Ask for some advice. Do not be limited to one road to success.”

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