Robert Pyle
CFP®, CFA®, AEP®
Diversified Asset Management, Inc.
Wealth Manager
Robert Pyle
CFP®, CFA®, AEP®
Diversified Asset Management, Inc.
Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Pyle, CFP®, CFA®, AEP®
Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country
Robert Pyle is a Boulder, CO fee-only financial planner. Diversified Asset Management, Inc. provides comprehensive wealth management and retirement planning to help self-employed professionals, corporate executives, small business owners, retirees, and young professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Pyle is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Robert Pyle founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small- business owners. He has had the opportunity to share his insights as a frequent contributor to the BizWest and on Boulder’s 9News. He is also a past president of the Boulder County Estate Planning Council.
Robert received an MBA in finance from the University of Colorado Boulder and M.S. and B.S. degrees in meteorology from Pennsylvania State University. He holds professional designations as a Certified Financial Planner® (CFP®), Chartered Financial Analyst (CFA), and Accredited Estate Planner (AEP®). Prior to founding Diversified Asset Management, Inc., he worked with a local advisory firm in Boulder.
Like many of his clients, Robert takes full advantage of the environment in Boulder to pursue sports. He has completed over 250 races, including over 70 triathlons, six marathons, 21 half marathons, and more than 60 10Ks. The father of two boys, he has served as both a baseball coach and on the board of North Boulder Little League. Robert volunteered about 200 hours per year during his ten years as a coach. In the summer of 2011, he led the 9/10 All Star Team to the district championship and a second place finish in the state championships. In the summer of 2013, he was a coach for the 11/12 All Star team which won the district and state championships and participated in the Little League World Series regional championships in Waco, TX.
For the past ten years Robert’s passion has been biking and swimming during the summers. In the winters, Robert enjoys skiing with his family and skate skiing. He skate skis between 30-50 times per year.
Robert Pyle is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Located in Boulder, CO, Diversified Asset Management, Inc., is an independent, fee-only wealth management firm specializing in addressing the complex financial needs of self-employed professionals, corporate executives, small business owners, retirees, and young professionals.
We also work with retirement plan sponsors to help design, implement, and maintain successful and compliant 401(k), 403(b), defined benefit and cash balance plans for their employees.
As a Certified Financial Planner® (CFP®), we are proud members of NAPFA, and committed to working in the best interest of our clients—always. Because we do not accept commissions or other compensation from others for the solutions we recommend, you can rest assured that our advice and our approach is provided with a single objective: to create, implement, and maintain a wealth management plan designed to keep you on your path toward financial success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirement Plan for Self Employed
- Defined Benefit Plans
- Cash Balance Plans
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Corporate Executives
- Single Women
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Robert Pyle is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Robert Pyle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Robert Pyle is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Robert Pyle is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Robert Pyle is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Robert Pyle is an Accredited Estate Planner® (AEP®)Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
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Robert Pyle is a Member of the Boulder Estate Planning Council
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Diversified Asset Management is a Member of the Boulder Chamber
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Robert Pyle is Interviewed on Success in Wealth
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Robert Pyle is Interviewed on the myStockOptions.com Podcast
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Robert Pyle is Quoted in Investor's Business Daily: "A List Of Tech Tools For Your Financial Advisor Firm"
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Robert Pyle is a Regular Contributor to Biz West
Contact Robert Pyle
Office Locations:
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3450 Penrose Place
Suite 160
Boulder, CO 80301
