Amy Duncan, CRPC®

Amy Duncan, CRPC®

Investment Advisor Representative

Amy has been an advisor in the industry over 15 years and joined APG in 2009. She began her career in financial planning in her native Northern California after graduating from UC Berkeley. After joining the Management team for Woodbury Financial, she realized her true passion was in working with individual clients to build lasting relationships and create meaningful change for them.

Amy believes in “starting with the why” when it comes to planning. She is passionate about educating clients which includes leading our unique and always enjoyable Alpine Planning Group Ladies Events. She is firmly committed to “leaving clients better off after working with us than when they first came in the door.”

Amy Duncan holds series 6,7, 63 and 65 registrations, is a Chartered Retirement Planning Counselor, and is a member for South Metro National Assoc. of Insurance & Financial Advisors.