Concurrent Financial CEO reveals secret for finding ‘financial harmony’

Name: Concurrent Financial CEO reveals secret for finding ‘financial harmony’
Uploaded: 2025-01-15T15:57:21Z
Description: Preston Cherry, CEO of Concurrent Financial Planning, sits down with InvestmentNews anchor Gregg Greenberg to highlight how investors can unlock "financial harmony" in their lives, starting with a self-audit of their financial situations.

Preston Cherry, CEO of Concurrent Financial Planning, sits down with InvestmentNews anchor Gregg Greenberg to highlight how investors can unlock "financial harmony" in their lives, starting with a self-audit of their financial situations.

Jan 15, 2025

Preston Cherry, CEO of Concurrent Financial Planning, sits down with InvestmentNews anchor Gregg Greenberg to highlight how investors can unlock "financial harmony" in their lives, starting with a self-audit of their financial situations.

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