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.

Global Keynotes

Flagship keynote presentations exploring the future of wealth management, leadership, artificial intelligence, decision-making and long-term prosperity.

Signature Keynotes

Signature conversations on Financial Harmony™, identity, money, human behavior and living well with the wealth you build.

Government & National Prosperity

Keynotes for governments, ministries, regulators, central banks, universities and public institutions advancing financial capability and national prosperity.

Oil & Gas Keynotes

Executive keynote presentations for energy leaders on equity compensation, retirement, wealth management and financial decision-making.

Financial Industry Sessions

Professional development sessions for financial advisors, wealth managers, firms, conferences and financial services organizations.

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.

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

Speaker Kit

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

What topics does Dr. Cherry speak on?

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.

Does Dr. Cherry speak to corporations and conferences?

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.

Are virtual speaking sessions available?

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

How do I book Dr. Preston Cherry as a keynote speaker?

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.

What makes Dr. Preston Cherry different as a keynote speaker?

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.