Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health

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Courtney Pullen, MA, is the President of the Pullen Consulting Group, a Denver-based firm that provides services in management consulting, business coaching, family wealth counseling, leadership development, and communication. Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983. He taught at both the University of Denver and the University of Colorado at Denver. He has served clients for more than 25 years, first as a psychotherapist and currently as a coach and consultant for professional services firms and wealthy families. A Professional Certified Coach, Courtney is a graduate of the Newfield coaching program. He has conducted numerous workshops and presentations in the areas of individual and organization change, behavioral finance, and family wealth counseling. He is a former contributing editor to the Journal of Financial Planning and Journal of Practical Estate Planning as well as a faculty member of the Sudden Money Institute.

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