President Of Money Quotient, Inc.
Current
May 2020 - Present
AeroLeads people directory · profile
Amy N. Mullen, Cfp® Email & Phone Number
Speaker, Researcher, Consultant, Teacher of the MQ True Wealth® Planning Process; 🤓Geek out on behavioral finance, neuroscience, effective communication, adult development, self-improvement.....and FOOD!!!
at
Money Quotient
1 work email found
@moneyquotient.org
5 phones found area 206, 503, and 360
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Speaker, Researcher, Consultant, Teacher of the MQ True Wealth® Planning Process; 🤓Geek out on behavioral finance, neuroscience, effective communication, adult development, self-improvement.....and FOOD!!!
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is Amy N. Mullen, Cfp®? Overview
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Quick answer
Amy N. Mullen, Cfp® is listed as Speaker, Researcher, Consultant, Teacher of the MQ True Wealth® Planning Process; 🤓Geek out on behavioral finance, neuroscience, effective communication, adult development, self-improvement.....and FOOD!!! at Money Quotient, a with 26 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at moneyquotient.org, phone signal with area code 206, 503, 360, and a matched LinkedIn profile for Amy N. Mullen, Cfp®.
Amy N. Mullen, Cfp® previously worked as President of Money Quotient, Inc. at Money Quotient and Speaker at Money Quotient.
Company email context
Email format at Money Quotient
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*@moneyquotient.org
71% confidence
AeroLeads found 1 current-domain work email signal for Amy N. Mullen, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Amy N. Mullen, Cfp®
Consulting with Financial Planners on integrating a life planning process into their practice. Training on communication and coaching skills. Development of tools and programs to help Financial Planners guide clients through a life planning process.Specialties: We provide tools and training to financial professionals to guide their clients through a life planning process. This process helps the client to discover their true values, develop goals that are meaningful and bring purpose to the client's lives, and concentrate on what is most important to them to maximize the happiness in their lives. Equipped with this new vision, the financial professional can then align the client's finances with what is most important to them.
Listed skills include Financial Advisory, Retirement Planning, Financial Planners, Wealth Management, and 14 others.
Current workplace
Amy N. Mullen, Cfp®'s current company
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Money Quotient
3 roles
Amy N. Mullen, Cfp® work experience
A career timeline built from the work history available for this profile.
Speaker
CurrentAmy speaks at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients' financial motivations and guiding them through change, and creating long-lasting client-planner relationships. She brings a multi-disciplinary and research-based perspective to helping financial planners form more effective working relationships with their clients that lead to trust, commitment, and adoption of healthy financial behaviors.Amy speaks frequently for popular conferences such as various Financial Planning Association conferences including the annual retreats and national conferences, FPA regional and chapter conferences including several FPA NorCal events, NAPFA chapter and national conferences, AICPA, Schwab Impact, Shift Conference, and many more.
Jan 2008 - Present
Vice President
Current
Mq Research & Education
May 2020 - Present
Team & coworkers
Colleagues at Money Quotient
Other employees you can reach at moneyquotient.org. View company contacts for 26 employees →
JC
Jim Comeau
Colleague at Money QuotientMilwaukee, Wisconsin, United States
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BC
Bradley Cunningham
Colleague at Money QuotientSalt Lake City Metropolitan Area, United States
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JF
Josh Franklin
Colleague at Money QuotientVancouver, Washington, United States
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BC
Bradley Cunningham
Colleague at Money QuotientSalt Lake City Metropolitan Area, United States
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Jim Comeau
Colleague at Money QuotientMilwaukee, Wisconsin, United States
View →
BC
Bradley Cunningham
Colleague at Money QuotientSalt Lake City Metropolitan Area, United States
View →
JF
Josh Franklin
Colleague at Money QuotientVancouver, Washington, United States
View →
BC
Bradley Cunningham
Colleague at Money QuotientSalt Lake City Metropolitan Area, United States
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FAQ
Frequently asked questions about Amy N. Mullen, Cfp®
Quick answers generated from the profile data available on this page.
What company does Amy N. Mullen, Cfp® work for?
Amy N. Mullen, Cfp® works for Money Quotient.
What is Amy N. Mullen, Cfp®'s role at Money Quotient?
Amy N. Mullen, Cfp® is listed as Speaker, Researcher, Consultant, Teacher of the MQ True Wealth® Planning Process; 🤓Geek out on behavioral finance, neuroscience, effective communication, adult development, self-improvement.....and FOOD!!! at Money Quotient.
What is Amy N. Mullen, Cfp®'s email address?
AeroLeads has found 1 work email signal at @moneyquotient.org for Amy N. Mullen, Cfp® at Money Quotient.
What is Amy N. Mullen, Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 206, 503, 360 for Amy N. Mullen, Cfp® at Money Quotient.
Where is Amy N. Mullen, Cfp® based?
Amy N. Mullen, Cfp® is based in Portland, Oregon Metropolitan Area, United States while working with Money Quotient.
What companies has Amy N. Mullen, Cfp® worked for?
Amy N. Mullen, Cfp® has worked for Money Quotient and Mq Research & Education.
Who are Amy N. Mullen, Cfp®'s colleagues at Money Quotient?
Amy N. Mullen, Cfp®'s colleagues at Money Quotient include Jim Comeau, Bradley Cunningham, Josh Franklin, and Bradley Cunningham.
How can I contact Amy N. Mullen, Cfp®?
You can use AeroLeads to view verified contact signals for Amy N. Mullen, Cfp® at Money Quotient, including work email, phone, and LinkedIn data when available.
What skills is Amy N. Mullen, Cfp® known for?
Amy N. Mullen, Cfp® is listed with skills including Financial Advisory, Retirement Planning, Financial Planners, Wealth Management, Strategic Financial Planning, Investment Advisory, Finance, and Investment Strategies.
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