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

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

How We Work Together

Onboarding process designed to guide you through the planning process at your pace
Advice to optimize your finances and provide you with a roadmap to achieving your aspirations
Access to collaborative planning tools giving you real-time financial snapshots
Flat monthly fees for financial planning and investment management with add-on options for tax planning, tax preparation, and estate planning

Additional Information

With over $40 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 15 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.