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


How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

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Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?

Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.

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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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