Concurrent Wealth Management Press Releases - EIN Presswire

Published on September 12, 2025 - 13:44 GMT

Concurrent Wealth Management Launches Financial Harmony™ Membership, Redefining Access to Fiduciary Guidance

A fiduciary, people-first membership redefining access to trusted financial guidance beyond the outdated 1% AUM model and “guru” culture. HOUSTON, TX, UNITED STATES, September 12, 2025 /⁨EINPresswire.com⁩/ -- Many people want financial guidance but don’t …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on August 25, 2025 - 13:00 GMT

CORRECTION: Concurrent Wealth Management Relocates HQ to Houston, Oil & Gas Retirement Webinar Aug 27

Correction: The free event, “The Oil & Gas Retirement Sprint: Smart Tax & Investment Moves Before 2026,” will be held August 27, 2025, at 12 PM CT. HOUSTON, TX, UNITED STATES, August 25, 2025 /⁨EINPresswire.com⁩/ -- Concurrent Wealth Management, …

Distribution channels: Banking, Finance & Investment Industry, Book Publishing Industry ...

Published on August 22, 2025 - 14:28 GMT

Concurrent Wealth Management Relocates Headquarters to Houston

Firm founded by Dr. Preston D. Cherry, Ph.D., CFP®, reconnects to Cypress roots and expands Financial Harmony™ planning for Gen X professionals and executives. HOUSTON, TX, UNITED STATES, August 22, 2025 /⁨EINPresswire.com⁩/ -- Concurrent Wealth …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on December 24, 2024 - 20:29 GMT

Learn How to Achieve Financial Harmony with “Wealth in the Key of Life” Book

Dr. Preston Cherry’s literary debut helps people get their physical, emotional, spiritual and financial lives to sing from the same song sheet GREEN BAY, WI, UNITED STATES, December 24, 2024 /⁨EINPresswire.com⁩/ -- This holiday season, Financial Planner, …

Distribution channels: Banking, Finance & Investment Industry, Book Publishing Industry ...

Published on May 15, 2024 - 10:00 GMT

Concurrent Financial Planning Bolsters Team with Leading Financial Advisors

Concurrent Financial Planning announces the expansion of its team with the addition of three wealth advisors with Ph.D.s in financial planning. NEW YORK, NY, UNITED STATES, May 15, 2024 /⁨EINPresswire.com⁩/ -- Concurrent Financial Planning proudly …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on February 14, 2024 - 19:58 GMT

Shoreline Hometown Credit Union Partners with Concurrent Financial Planning for Financial Advice Services to Members

This partnership provides Shoreline Hometown Credit Union members access to professional financial planning services to help them secure their financial future. GREEN BAY, WI, UNITED STATES, February 14, 2024 /⁨EINPresswire.com⁩/ -- Shoreline Hometown …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...