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Mullen, Amy

President

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Luminaries 2026

Financial Planning

Luminaries 2026 Impact Statement

Amy Mullen, CFP, has spent more than two decades advancing a conviction that sits at the heart of everything Money Quotient does: that financial planning is most impactful when it aligns with a client's values, priorities, and emotional reality. As President of Money Quotient and a member of the organization for more than two decades, she has been a consistent and consequential voice for a more human-centered approach to financial planning. Her “True Wealth Compass” blog series has tackled topics that most financial planning content avoids entirely: why values clarification is harder than it looks, what research reveals about the limitations of empathy in client relationships, why educating clients is not enough to produce behavioral change, and how the emotional landscape of estate planning determines whether clients follow through on decisions that matter deeply to them and their families.