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 ...

A hybrid registered investment advisory firm that left Raymond James Financial Services last year in one of the channel's largest moves added a newly merged advisory practice from its prior brokerage.

Concurrent Financial Planning announces the expansion of its team with the addition of three wealth advisors with Ph.D.s in financial planning. Concurrent Financial Planning has added a managing ...

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 ...

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 ...

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

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 ...