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