About Amy Leis, PhD, CFP®
Helping financial advisors level up by understanding the brain behind the business.
Dr. Amy Leis attended the University of Miami for her undergraduate degree. Her Masters and PhD in Educational Psychology are from Temple University. Her CFP® is awarded by the Certified Financial Planner Board of Standards, and the AWMA® and CRPC® designations are issued through the College for Financial Planning. She is also a certified hypnotist through the National Guild of Hypnotists.
A member of the National Speakers Association, Amy presents client-facing workshops on a variety of topics including the Psychology of Money, Financial Planning for the Sandwich Generation, Raising Financially Healthy Kids, and Wealth Planning for Savvy Investors. On the financial industry side, Amy's topics include Secrets of Successful Test Takers, Time Management for Financial Advisors, ADHD Advantage, Advisors & Anxiety, and various practice management workshops .
Amy is a breast caner survivor who believes in the importance of giving back. To that end she contributes to Impact100 SJ, is the Founder of Working Moms, of SJ, and also donates to Ballroom Dancers Give Back, Dance for the Cure, and Impact100 SJ. She is also a member of the Moorestown Business Association. Away from the office, Amy is a nationally ranked pro-am
ballroom dancer. She also loves to golf, travel, and spend time with her husband Kevin and their daughter Zoe.
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