Allworth Financial
Amy Bertle, CFP®, CDFA® is a seasoned financial advisor with extensive experience in the financial planning field. Currently at Allworth Financial since June 2019, Amy previously served as a financial advisor at Destiny Capital from March 2016 to April 2019, where strategic recommendations and client-centric planning were prioritized. Earlier experience includes a role at North Star Resource Group, where client strategies were developed independently and collaboratively, along with initial responsibilities as a Client Relationship Coordinator. Amy holds a Bachelor of Business Administration and a Business of Sports Certificate from the University of Colorado Boulder.
This person is not in any offices
Allworth Financial
Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087