You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Maximizing Your Potential Within the Profession

December 10, 2019

Preston Cherry, MS, CFP®, is the founder and president of Concurrent Financial Planning Center, LLC, as well as mentor and soon-to-be author. In this episode, he talks about his career goals, starting his virtual firm, mentoring NexGen financial planners, and the winding road that has been his career.