Amy Duncan
Financial Advisor, Cfp @Berthel Fisher Companies
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WORK HISTORY
Financial Advisor, Cfp @Berthel Fisher Companies
Denver, CO, US
EDUCATION
Indiana University Bloomington
Bachelor's, Outdoor Recreation and Resource Management, Outdoor Leadership, Human Development Family Studies
SKILLS
ABOUT AMY DUNCAN
Most people don’t need more financial information. They need clarity. I work with busy professionals, entrepreneurs, and couples whose financial lives have become complex enough that they want a real plan — not just investment advice. At Team Duncan Financial, we practice Comprehensive Financial Life Planning. That means your financial decisions are guided not only by numbers, but by what truly matters in your life. Before we talk about portfolios or projections, we start with deeper questions: • What kind of life are you trying to build? • What decisions will matter most over the next 10–20 years? • How can your money support the freedom, experiences, and security you want? From there, we design a clear financial strategy and investment approach that supports the life you want to live today and in the future. Our clients often come to us when: • Their financial lives have grown more complex • They want confidence they’re making the right decisions • They don’t want anything important slipping through the cracks • They want a trusted partner to help them think through major life and financial decisions Over the past 25+ years in the industry, I’ve worked with many different financial personalities, market cycles, and life transitions. My role is to help clients make thoughtful, aligned financial decisions and stay accountable to a plan that reflects their values and priorities. I am a Certified Financial Planner™ professional and Registered Life Planner®, and I am passionate about helping people create financial clarity, confidence, and freedom. Credentials • Certified Financial Planner™ (CFP®) – 2012 • Registered Life Planner® (RLP®) • FINRA Series 7 & 63 • Health and Life Insurance Licensed – Colorado Areas of Focus Comprehensive Financial Planning Financial Life Planning Investment Strategy & Portfolio Management Retirement Planning Risk Management Decision Guidance & Financial Accountability
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