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Bob Morrison CPA/ PFS, CFP

Bob Morrison CPA/ PFS, CFP is the president and founder of Downing Street Wealth Management LLC in Denver, Colorado.  Downing Street is a fee only financial planning firm specializing in complex tax planning and comprehensive planning.  Downing Street was founded in 2010.  Bob is an active member of NAPFA and is the past president and chair for the west area and he is the conference chair for the spring 2021 National NAPFA conference.  In his free time Bob likes to spend time with his family and road bike.  Bob has ridden Ride the Rockies in Colorado for 17 years.  Ride the Rockies is an annual ride across the Colorado Rockies for 7 days covering 450 to 500+ miles.    

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.