Amy Bertle

Financial Advisor

CFP®

CERTIFIED FINANCIAL PLANNER® professional Amy Bertle is an Allworth advisor in the Denver region. A graduate of the University of Colorado (Operations Management), she later earned a Business and Sports and Sports Operation certification from CU. A resident of the Washington Park area of Denver, in her spare time, Amy likes to fly fish, ski, hike, camp, practice yoga, and play tennis. An avid volunteer, she created her own financial literacy program for high school students, and has also partnered with the financial education nonprofit, Boys Hope, Girls Hope, for several years.

Latest Insights


6 Financial Confessions Successful Investors Admit—Behind Closed Doors

Even the most accomplished investors occasionally get it wrong. Here’s what they quietly admit, and how to avoid the same costly missteps.

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4 Hidden Forces That Shape Every Financial Decision

When it comes to high-stakes financial choices, logic is only part of the story. Here's what else is at play—and how to get all the pieces aligned.

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When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

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