Financial Harmony™ for Households, Leaders, Organizations, and Life

Keynotes on decision-making, wealth psychology, and the Humanity of Money™, for Fortune 500 companies, financial services firms, professional associations, oil & gas organizations, and ERG programs.

Dr. Preston Cherry occupies a lane no other speaker holds: simultaneously a Ph.D., Certified Financial Planner™, Certified Financial Therapist™, practicing flat-fee fiduciary advisor, published author, and creator of a proprietary wealth framework.

He brings Financial Harmony™ and the Humanity of Money™ into every session, the emotional, behavioral, and life-centered realities of financial decision-making that traditional advice overlooks.

He speaks to Fortune 500 companies, financial services firms, professional associations, oil & gas organizations, ERG programs, and global audiences on wealth psychology, behavioral finance, financial decision-making, and the intersection of money, identity, and life.

Speaker Stages

Available as keynotes, workshops, and executive sessions, scaled to your stage and audience.

Corporate Keynotes

Financial Decision-Making Under Complexity | The Psychology of Capital: How Leaders Think, Decide, and Lead With Money | From Growth to Governance | Wealth, Leadership, and Alignment

Money Culture Keynotes

Bankruptcy to Balance: Finding Financial Harmony™ | Permission to Prosper: The Five Permissions of Wealth™ | The Humanity of Money™ | When Financial Knowledge Isn’t Enough: Building Financial Resilience from the Inside Out

Industry Sessions

Prompt Like a Human, Grow Like a Machine | Spending Smarter, Living Better: From Guilt to Growth | The Legacy Letter: A Values-Driven Estate Planning Blueprint

ERG / HR Sessions

Financial well-being sessions for employee resource groups and HR programs, building confidence, reducing money stress, and supporting retention across your workforce.

Oil & Gas Sessions

Tailored sessions for energy professionals and executives, navigating compensation, transitions, and financial decisions specific to the oil & gas industry.

Ready to bring Dr. Cherry to your stage? Share your event details and we’ll respond within 48 hours.

Speaker Testimonials

“Dr. Cherry has a unique talent that is both approachable and engaging. He can explain a complex topic in a way that draws his audience in and are left wanting to know more. As both an academic, a practitioner, and a life-long learner, Preston is concise in his messaging and can pivot if his audience wants to dive deeper into a topic.”
Katie Cullen
Director, U.S. Wealth Advisory, Advisory Insights, BlackRock
“The feedback has been positive, and you may gain a few financial planning clients from it. There have been several requests for a part 2, so stay tuned! Overall, we had over 100 people join, which was more than I expected. You did an excellent job!”
John Williams
Aspire Group Leader, McKesson
“Dr. Cherry is a champion for the financial wellness of people, connecting with communities authentically, and providing relatable messages to audiences through edutainment (you are left informed, inspired, entertained). Yet it is his ability to impact his audience that is truly unmatched as Dr. C. expertly explains the bridge between life and money to achieve life aspirations.”
Barrett D. Wragg, CFP®
Head of Institutional Consulting and Private Wealth, T. Rowe Price
“Your session was absolutely my favorite at the CFP Board Connections Conference, and I look forward to your session at XYPN LIVE next week! You are one of the most engaging speakers in our profession right now.”
Jamie L. Clark, CFP®
Founder and Financial Planner, Rubble Financial Planning

Frequently Asked Questions

Dr. Cherry speaks on Financial Harmony™, behavioral finance, wealth psychology, money culture, financial decision-making under complexity, leadership and capital psychology, the life-centered realities of financial decision-making, AI in financial services, legacy planning, and global financial resilience. He holds a Ph.D., Certified Financial Planner™, and Certified Financial Therapist™ designation, and brings both clinical depth and lived experience to every session.

Yes. Dr. Cherry delivers keynotes, workshops, and sessions for Fortune 500 companies, financial services firms, professional associations, ERG programs, oil & gas organizations, family offices, universities, and global policy audiences.

Yes. Dr. Cherry is available for both virtual and in-person keynotes, workshops, and executive sessions.

Speaking inquiries can be submitted through the booking form on this page. Dr. Cherry is available for corporate keynotes, conference sessions, ERG programs, executive workshops, and global engagements in virtual and in-person formats. Direct link.

Dr. Cherry is one of the few keynote speakers who is simultaneously a CFP® professional, Certified Financial Therapist™, Ph.D. in Personal Financial Planning, and published author. He brings the Humanity of Money™ into every session, the emotional, behavioral, and life-centered realities traditional financial advice overlooks. He is the creator of Financial Harmony™ and author of Wealth in the Key of Life: Finding Your Financial Harmony. A Top 10 Investopedia 100 Financial Advisor and 2025 FPA Heart of Financial Planning Award recipient, he is the only speaker operating at this intersection of clinical credentials, executive practice, and proprietary IP.

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