Amy Bertle, Cfp®, Cdfa®
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Amy Bertle, Cfp®, Cdfa® Email & Phone Number

Financial Advisor at Allworth Financial at Allworth Financial
Location: Denver Metropolitan Area, United States, United States 4 work roles 2 schools
1 work email found @hansonmcclain.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@hansonmcclain.com
LinkedIn Profile matched
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Current company
Allworth Financial
Role
Financial Advisor at Allworth Financial
Location
Denver Metropolitan Area, United States, United States
Company size
106 employees

Who is Amy Bertle, Cfp®, Cdfa®? Overview

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Quick answer

Amy Bertle, Cfp®, Cdfa® is listed as Financial Advisor at Allworth Financial at Allworth Financial, a company with 106 employees, based in Denver Metropolitan Area, United States, 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 Allworth Financial and Financial Advisor at Destiny Capital. 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

This section adds company-level context without repeating Amy Bertle, Cfp®, Cdfa®'s masked contact details.

*@hansonmcclain.com
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AeroLeads found 1 current-domain work email signal for Amy Bertle, Cfp®, Cdfa®. Compare company email patterns before reaching out.

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Profile bio

About Amy Bertle, Cfp®, Cdfa®

Amy Bertle, Cfp®, Cdfa® is a Financial Advisor at Allworth Financial 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
Allworth Financial
Financial Advisor at Allworth Financial
Website
allworthfinancial.com
Employees
106
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Company profile
View company profile Email format
4 roles

Amy Bertle, Cfp®, Cdfa® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Destiny Capital

Golden, CO

  • 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

North Star Resource Group

Greater Denver Area

  • 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

North Star Resource Group

Greater Denver Area

  • 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 →

AP Adam Peters, Cfp®, Chfc® Adam Peters, Cfp®, Chfc® Colleague at Allworth Financial Denver Metropolitan Area, United States View → BB Brady Brandt Brady Brandt Colleague at Allworth Financial Fair Oaks, California, United States, United States View → JM Jasmen Miller Jasmen Miller Colleague at Allworth Financial San Francisco Bay Area, United States View → BR Britton Riley Britton Riley Colleague at Allworth Financial Cincinnati, Ohio, United States, United States View → MB Mike Bogard, Cfa Mike Bogard, Cfa Colleague at Allworth Financial Milwaukee, Wisconsin, United States, United States View → MG Meagan Grigsby Meagan Grigsby Colleague at Allworth Financial Houston, Texas, United States, United States View → MA Michael Abbott, Cfp(R) Michael Abbott, Cfp(R) Colleague at Allworth Financial Dallas-Fort Worth Metroplex, United States View → RS Rebecca Schankerman Rebecca Schankerman Colleague at Allworth Financial Chicago, Illinois, United States, United States View → NM Nancy Myhers Nancy Myhers Colleague at Allworth Financial Rochester, New York, United States, United States View → JG Jairo Gomez Jairo Gomez Colleague at Allworth Financial Stockton, California, United States, United States View →
2 education records

Amy Bertle, Cfp®, Cdfa® education

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 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, 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 Adam Peters, Cfp®, Chfc®, Brady Brandt, Jasmen Miller, Britton Riley, and Mike Bogard, Cfa.

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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