Concurrent Financial Planning Seeks to Expand Tenfold with New Doctorate-Holding Planners
Title: Concurrent Financial Planning Aims for Rapid Growth with New Doctorate-Holding Planners
Are you looking for a financial advisory firm that values diversity, advanced planning strategies, and a deep understanding of the human side of money? Look no further than Concurrent Financial Planning, a registered investment advisory firm based in Green Bay, Wisconsin, that is on a mission to expand to $100 million in client assets with the help of three new planners who hold doctorates.
The recent additions of wealth advisors Ajamu Loving, Philip Gibson, and Mark Evers have brought a wealth of academic background to Concurrent Financial Planning. With all five staff members holding doctorates in planning, including founder Preston Cherry, the firm is well-equipped to provide clients with advanced strategies and a deep understanding of the psychology behind financial decisions.
Preston Cherry, a seasoned financial services professional with a career spanning nearly two decades, has a vision for Concurrent Financial Planning to not only grow in size but also in diversity and expertise. By bringing on professionals with strong advanced planning backgrounds, Cherry aims to offer clients a unique and comprehensive approach to financial planning.
The firm’s commitment to diversity extends beyond just ethnicity, as Chief Coaching Officer Eiman Osseilan emphasizes the importance of understanding a client’s culture and identity in order to best serve their financial and life goals. Concurrent offers three different service models for planning, catering to clients with varying needs and preferences.
In addition to seeking outside capital investment for further expansion, Concurrent plans to focus on organic growth in the coming months before considering purchasing practices that align with their values and approach. With a team of dedicated professionals who value mental and physical well-being alongside financial success, Concurrent Financial Planning is poised for rapid growth and success in the financial services industry.
If you’re looking for a financial advisory firm that values diversity, advanced planning strategies, and a deep understanding of the human side of money, look no further than Concurrent Financial Planning. With a team of experienced professionals holding doctorates in planning, the firm is well-equipped to help clients achieve their financial goals and navigate the complexities of wealth management.