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 a Real Financial Advisor Matters in an AI World
AI can be a powerful tool, but when it comes to building a personalized, adaptable financial plan, there’s no substitute for the judgment, …
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The Hidden Risk of Letting Taxes Lead Your Investment Decisions
If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.
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Investing in Alternatives: A Strategic Look at What Belongs in a Modern Portfolio
Before adding gold, private equity, crypto, or real estate to your portfolio, make sure you understand where they truly add value… and where they …
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