Full Name
Amy Mullen
Job Title
Firm Name
Money Quotient
Speaker Bio
Amy Mullen, CFP® is President of Money Quotient. In this role, she frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients' financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. She also focuses much of her time conducting trainings and providing individualized coaching and consulting to financial planning practitioners. Amy is a CERTIFIED FINANCIAL PLANNER™ and completed an Interdisciplinary Studies Degree with a concentration in “Financial Motivation & Change” at Marylhurst University. Amy is a member of the Financial Therapy Association and Financial Planning Association. She has served on the board of the FPA of Puget Sound chapter and as a Task Force member for the 2015 National FPA Retreat. Outside of the office, Amy enjoys getting outdoors, photography, live music, and cooking.
Located in Portland Oregon, Money Quotiebnt has 10 employees.
We teach financial professionals how to bring science to the art of relationship. Our mission is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning.
Amy Mullen