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
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties


  • Comprehensive Financial Planning
  • Tax Planning
  • Financing Strategies
  • Retirement Income Planning
  • Investment Management
  • Stock Options and RS/RSU Planning
  • Cash Flow Management
  • College Education Planning
  • Risk Management Strategies
  • Estate Planning Stategies

Ideal Clients

  • Business Owners and Executives
  • Entrepreneurs
  • Self-employed Individuals
  • Technologists

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Additional Information

As an STEM professional, you spend most, if not all, your time bringing good things to life. With all your time spent, who’s making sure your personal finances are on track?

We can!  Synergos Advisory, a  Seattle, WA fee-only financial planner, can provide you with ongoing financial planning and wealth management tailored to your unique needs while you focus on what you do best. 

Plan today for a better tomorrow.

NAPFA Start Date

August 14, 2019


This Office

500 Yale Ave N Suite 400 Seattle, WA 98109-5680 Phone: (206) 800-8056