Concurrent Financial Planning Managing Partner Eiman Osseilan and her husband, founder Preston Cherry, lead the Green Bay, Wisconsin-based registered investment advisory firm. "You have to have belief ...

Dr. Preston Cherry, Founder and President of Concurrent Financial, is guiding his Gen X clients to prepare for Peak 65 by ...

What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure ...

This partnership provides Shoreline Hometown Credit Union members access to professional financial planning services to help them secure their financial future. We find people have an ideal ...

Dr. Preston D. Cherry is the founder and president of Concurrent Financial Planning where he strives to help clients align their money goals with their life’s purpose, with the ultimate goal being to ...

Concurrent Investment Advisors has expanded its reach across the wealth space, adding six advisors with a combined $885 million in assets under management. The additions bring the multi-custodial ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

Meanwhile, Prospera has added its first team in Vermont, while Concurrent gets bigger in Texas with a $385 double acquisition ...