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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.