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
Why Equal Isn't Always Fair: Rethinking Inheritance in Complex Families
Most parents assume splitting everything equally is the fairest choice. The families who plan most thoughtfully often discover it isn't that simple.
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The Best Financial Decision You Ever Made Likely Had Nothing to Do with Money
The choices that shaped your wealth the most weren't always the ones that looked financial at the time.
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The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy
Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …
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