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
Expertise Seattle investor.com Expertise Bellevue

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


This Office

1700 Westlake Ave N Suite 200 Seattle, WA 98109-6212 Phone: (206) 800-8056

Other Offices

8201 164th Ave NE Redmond, WA 98052 Phone: (206) 800-8056
800 Bellevue Way NE Bellevue, WA 98004 Phone: (206) 800-8056