Douglas A. Barr,<br>CPA, PFS, CFP®

Douglas A. Barr,
CPA, PFS, CFP®

Co-Owner, Director
Wealth Management & Planning

Business Mission as a Fiduciary

  • To advocate for business owners in decisions regarding choice of business entity, comparing tax advantages for each, determining accounting/tax efficiencies, tax planning and preparation
  • To analyze tax advantages of commercial real estate ownership issues as an investor and as a business owner
  • To offer ways to optimize cash flow and future business value
  • To provide investment strategies for individuals, families and business owners geared toward your individualized investment goals
  • To serve as an enthusiastic and thoughtful member of your personal and business financial team
  • To analyze contribution and investment strategies pre- and post-retirement, withdrawal strategies during retirement,  and 50 ways to leave … Uncle Sam out of your estate

Business Experience

  • Entire adult life as a tax expert at Ryan, Gunsauls & O’Donnell, CPAs (since 1979), becoming a partner in the firm in 1984
  • Founded Ryan, Gunsauls & O’Donnell Wealth Management/RGO Financial Advisors in 2007, merging with I.M. Wealth Care in 2013, and later forming  Peak Wealth Strategies with Mary Salas in 2016

Credentials and Education

  • Certified Public Account (CPA) in State of Colorado, license #5738
  • Personal Financial Services (PFS) awarded by the AICPA
  • CERTIFIED FINANCIAL PLANNER™ Certificant*
  • Passed the FINRA Series 7 and Series 66 exams
  • Investment Adviser Representative of Peak Wealth Strategies
  • Life, health, disability and long-term care insurance licenses
  • Bachelor of Science degree in accounting, Colorado State University, Fort Collins, Colorado

*Certified Financial Planner Board of Standards owns the certification marks CFP®, Certified Financial Planner TM and CFP® (with flame design) in the U.S., which it awards to individuals who successfully completed CFP Board's initial and ongoing certification requirements

Professional Memberships

  • American Institute of Certified Public Accountants
  • Colorado Society of Certified Public Accountants
  • National Federation of Independent Business

Fun Facts

  • Scuba dives occasionally, sometimes globally, golfs occasionally locally
  • Desires to open “Doug’s Scuba Shop,” location TBD (currently stock is over-subscribed…)
  • Holds vodka tasting events upon request
Phone 303-758-7899
Fax 303-758-0372