Financial Advisor
Current
Jun 2019 - Present
AeroLeads people directory · profile
Amy Bertle, Cfp®, Cdfa® Email & Phone Number
Financial Advisor
at
Allworth Financial
1 work email found
@hansonmcclain.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Denver Metropolitan Area, United States
Company size
Who is Amy Bertle, Cfp®, Cdfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Amy Bertle, Cfp®, Cdfa® is listed as Financial Advisor at Allworth Financial, a with 106 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at hansonmcclain.com and a matched LinkedIn profile for Amy Bertle, Cfp®, Cdfa®.
Amy Bertle, Cfp®, Cdfa® previously worked as Financial Advisor at Destiny Capital and Financial Advisor at North Star Resource Group. Amy Bertle, Cfp®, Cdfa® holds Bachelor Of Business Administration (Bba), Business Administration, Management And Operations from University Of Colorado Boulder.
Company email context
Email format at Allworth Financial
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*@hansonmcclain.com
68% confidence
AeroLeads found 1 current-domain work email signal for Amy Bertle, Cfp®, Cdfa®. Compare company email patterns before reaching out.
Profile bio
About Amy Bertle, Cfp®, Cdfa®
Amy Bertle, Cfp®, Cdfa® is a Financial Advisor at Allworth Financial. She possess expertise in certified financial planner, financial planning, investment advisory, strategic planning, investments and 22 more skills.
Listed skills include Certified Financial Planner, Financial Planning, Investment Advisory, Strategic Planning, and 23 others.
Current workplace
Amy Bertle, Cfp®, Cdfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Allworth Financial
4 roles
Amy Bertle, Cfp®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Directed all essential elements of the financial planning process to determine the best interest of the client. Oversaw a team who helped generate and implement the recommendations and strategies. • Lead advisor for over 90 client households with over $80 million of assets under management • Collaborated on over 150 client households with over $250 million of assets under management • Strengthened previous client relationships and built 40+ new client relationships • Developed and delivered original content for prospective and current client speaking events
Mar 2016 - Apr 2019
Financial Advisor
Worked independently as well as contributed to a team to develop financial strategies and implement specific advice for clients.• Exceeded sales targets by being self-motivated and a self-starter. • Used multiple types of financial software to create plans• Spoke at 12+ seminars and events to generate new business
Aug 2014 - Mar 2016
Client Relationship Coordinator
Worked with a Senior Financial Advisor to forge and facilitate relationships with prospective and current financial planning clients.• Marketed the business to increase customer base and grow revenue• Planned, organized and marketed monthly speaking events to generate new business• Extensively researched new leads and revenue streams
Feb 2014 - Aug 2014
Team & coworkers
Colleagues at Allworth Financial
Other employees you can reach at allworthfinancial.com. View company contacts for 106 employees →
BB
Brad Boekestein
Colleague at Allworth FinancialAddison, Texas, United States
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PK
Patrick Keesey
Colleague at Allworth FinancialGreater Sacramento, United States
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TB
Travis Boudreau
Colleague at Allworth FinancialShingle Springs, California, United States
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TV
Teri Villanueva
Colleague at Allworth FinancialGreater Sacramento, United States
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BR
Britton Riley
Colleague at Allworth FinancialCincinnati, Ohio, United States
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MC
Michael Coates
Colleague at Allworth FinancialCincinnati, Ohio, United States
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PM
Patrick Mcgrath, Mba
Colleague at Allworth FinancialSan Diego, California, United States
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ES
Eric Soetaert
Colleague at Allworth FinancialKansas City Metropolitan Area, United States
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DW
Donella Winkler
Colleague at Allworth FinancialDurham, North Carolina, United States
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JL
Jamison Lake
Colleague at Allworth FinancialSt Louis, Missouri, United States
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Brad Boekestein
Colleague at Allworth FinancialAddison, Texas, United States
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PK
Patrick Keesey
Colleague at Allworth FinancialGreater Sacramento, United States
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TB
Travis Boudreau
Colleague at Allworth FinancialShingle Springs, California, United States
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TV
Teri Villanueva
Colleague at Allworth FinancialGreater Sacramento, United States
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BR
Britton Riley
Colleague at Allworth FinancialCincinnati, Ohio, United States
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MC
Michael Coates
Colleague at Allworth FinancialCincinnati, Ohio, United States
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PM
Patrick Mcgrath, Mba
Colleague at Allworth FinancialSan Diego, California, United States
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ES
Eric Soetaert
Colleague at Allworth FinancialKansas City Metropolitan Area, United States
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DW
Donella Winkler
Colleague at Allworth FinancialDurham, North Carolina, United States
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JL
Jamison Lake
Colleague at Allworth FinancialSt Louis, Missouri, United States
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2 education records
Amy Bertle, Cfp®, Cdfa® education
Bachelor Of Business Administration (Bba), Business Administration, Management And Operations
Business Of Sports Certificate, Sports Management
FAQ
Frequently asked questions about Amy Bertle, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Amy Bertle, Cfp®, Cdfa® work for?
Amy Bertle, Cfp®, Cdfa® works for Allworth Financial.
What is Amy Bertle, Cfp®, Cdfa®'s role at Allworth Financial?
Amy Bertle, Cfp®, Cdfa® is listed as Financial Advisor at Allworth Financial.
What is Amy Bertle, Cfp®, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @hansonmcclain.com for Amy Bertle, Cfp®, Cdfa® at Allworth Financial.
Where is Amy Bertle, Cfp®, Cdfa® based?
Amy Bertle, Cfp®, Cdfa® is based in Denver Metropolitan Area, United States while working with Allworth Financial.
What companies has Amy Bertle, Cfp®, Cdfa® worked for?
Amy Bertle, Cfp®, Cdfa® has worked for Allworth Financial, Destiny Capital, and North Star Resource Group.
Who are Amy Bertle, Cfp®, Cdfa®'s colleagues at Allworth Financial?
Amy Bertle, Cfp®, Cdfa®'s colleagues at Allworth Financial include Brad Boekestein, Patrick Keesey, Travis Boudreau, Teri Villanueva, and Britton Riley.
How can I contact Amy Bertle, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Amy Bertle, Cfp®, Cdfa® at Allworth Financial, including work email, phone, and LinkedIn data when available.
What schools did Amy Bertle, Cfp®, Cdfa® attend?
Amy Bertle, Cfp®, Cdfa® holds Bachelor Of Business Administration (Bba), Business Administration, Management And Operations from University Of Colorado Boulder.
What skills is Amy Bertle, Cfp®, Cdfa® known for?
Amy Bertle, Cfp®, Cdfa® is listed with skills including Certified Financial Planner, Financial Planning, Investment Advisory, Strategic Planning, Investments, Financial Services, Financial Advisory, and Securities.
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