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Dr. Preston Cherry - Unique Financial Considerations for Unique Personalities
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This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Preston Cherry. Dr. Cherry has served in lead and internal personal financial planning roles and institutional retirement sales. He has also served as an RIA co-investment manager of $120M in firm assets and a mutual fund wholesaler. Currently, Dr. Cherry serves as Assistant Professor of Personal Financial Planning & Finance in the Austin E. Cofrin School of Business at the University of Wisconsin – Green Bay, where he is Head of the CFP Board Registered Approved Personal Financial Planning Program. The program helps prepare the next generation of financial planners for success.