Robert Morrison (CFP®, CPA/PFS)
Robert Morrison focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
As the founder of Downing Street Wealth Management, Bob holds the designations of CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PUBLIC ACCOUNTANT™. Bob Morrison specializes in serving those who are planning for retirement, women in transition and those who are saving for future goals. As a financial advisor who is also a Certified Public Accountant, he is able to provide superior financial planning by virtue of his tax expertise.Additional Information
In serving his clients, Bob draws on long experience and deep knowledge in the business and financial sectors. His background includes positions with Deloitte & Touche LLP as well as Fortune 500 companies JD Edwards, Exempla Healthcare, EnCana Oil & Gas and USAA, the financial services company. At USAA, Bob was an Executive Director and one of the youngest-ever members of the Executive Management Group.He founded Downing Street Wealth Management to provide comprehensive, client-centered financial planning and wealth management.
Bob graduated Summa Cum Laude, with a degree in accounting, from Metropolitan State College, in Denver. He received numerous academic honors, including the prestigious President’s Award, which is given to the college’s top graduate and is equivalent to the Valedictorian. He was also the top graduate from Metropolitan State College’s School of Business, and has received the Colorado Society of CPAs’ Gold Key Award. The award is presented annually to the top accounting graduate from each of the accredited business schools in Colorado.
NAPFA Start Date
January 11, 2010
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