ABOUT DR. PRESTON D. CHERRY
The Advisor Behind Financial Harmony™
Award-winning financial advisor, keynote speaker, and author helping households, leaders, and organizations align wealth with the life they actually want.
Dr. Cherry is an independent, flat-fee financial advisor, author, speaker, and creator of Financial Harmony™.
He works directly with high-income Gen X professionals, business owners, and oil & gas executives on retirement, tax, investment, and life-transition decisions.
- Award-Winning Financial Advisor
- CERTIFIED FINANCIAL PLANNER®
- Ph.D. in Personal Financial Planning
- Certified Financial Therapist (CFT™)
- Almost 20 Years of Financial Planning & Investment Experience
- Author, Wealth In The Key of Life: Finding Your Financial Harmony (Wiley, 2024)
His work explores the Humanity of Money™, the emotional, behavioral, and life-centered realities traditional financial advice often overlooks.
Awards
- Top 10 Investopedia 100
- 2025 FPA Heart of Financial Planning Award
- 2024 Texas Tech Distinguished Alumni Award
- Investopedia Advisor Council Member
- Kiplinger Advisor Intel Contributor
- Financial Therapy Association Past President
- Author: Wealth in the Key of Life
