Maximizing Your Potential Within the Profession

Published: Dec. 10, 2019, 2:08 p.m.

b'Preston Cherry, MS, CFP\\xae, 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.'