The Diversified Blog
Robert Pyle, CFP®, CFA, is a wealth manager at Diversified Asset Management. He focuses on providing wealth management solutions to successful individuals, families as well as senior executives, small business owners and retirees. Together with his strategic partners, he helps successful, affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving. Robert founded Diversified Asset Management, Inc. in 1996 with the goal to simplify his client’s financial life and solve their most pressing financial challenges, allowing them to have more time with their families and the things they love. He uses a unique consultative process to gain a detailed understanding of his client’s deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments. Successful individuals and families work with Robert to: -Develop and implement a comprehensive wealth management plan to help them reach their financial goals and create a long lasting, sustainable retirement. -Make smarter decisions in today’s uncertain political, economic and social environment. -Obtain an independent second opinion from a top financial advisor in their community. -Receive fee-only advice that promotes the clients’ best interests at all times, while avoiding any potential conflict of interest with commissions. Robert is a widely recognized leader in the Boulder financial advisor community, serving on the Boulder County Estate Planning Council board from 2009-2011. Mr. Pyle has received the CFP® (Certified Financial Planner) and CFA (Chartered Financial Analyst) professional designations. He completes a minimum of 30 hours of continuing education every two years. Robert is a frequent contributor to the Boulder County Business Report (BCBR) and has appeared on 9News.