David Uhlmann (AAMS, CFP®, MS)

David Uhlmann focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
Planning Specialties
What We Do
- Comprehensive Financial Planning
- Retirement Savings Strategies
- Roth 401(K) and IRA Conversion Strategies
- Investment Management
- ISO, NSO, RS/RSU Tax Planning
- Cash Flow Management
- College Education Planning
- Risk Management Strategies
- Estate Planning Strategies
Who We Help
- Technologists, Engineers, and Researchers
- Entrepreneurs, Executives, and Mid-Level Managers



Additional Information
With over $59 million under advisement, Synergos partners with clients who prefer to manage their own finances, but who want to feel confident they are on the right track. Synergos provides the planning, guidance and education they need so they can make informed decisions.
As for me, I enjoy working with people, numbers and technology. Being a financial planner allows me the pleasure of working with all three. As a financial planner over the past 16 years, I have leveraged my diverse experiences with my background in finance to help a number of entrepreneurs, business owners, executives, and technologists achieve the quality of life they aspired to.
Allow me to do the same for you. Schedule a complimentary consultation.
NAPFA Start Date
August 14, 2019