NAPFA Fall 2022 National Conference Speaker

Courtney Pullen

Courtney Pullen

Courtney Pullen M.A. is President of the Pullen Consulting Group, with more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication, and team building.

Pullen received his graduate degree in Psychology from the University of Northern Colorado. He was a Clinical Associate at the School of Professional Psychology, University of Denver, and Adjunct Professor at the University of Colorado at Denver.

Pullen has lectured frequently, conducted numerous workshops, and been published in the areas of individual and organizational change, behavioral finance, communication, and family wealth dynamics. He has spoken at regional and national conference of the FPA, NAPFA, IMCA, and YPO, as well as estate planning symposiums and family foundation conferences. His primary focus is as a consultant to financial services firms and affluent families. He is the author of Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health.