David Uhlmann (AAMS, BFA™, CFP®, MS)

David Uhlmann focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Entrepreneurs
  • Generation X
  • Millennials
  • Retirement Plan Investment Advice

Planning Specialties

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. 

Allow us to work on your behalf. 

Plan today for a better tomorrow.

Change your financial future today.

 

NAPFA Start Date

August 14, 2019

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This Office

Westlake Tower 1601 5th Ave. Seattle, WA 98101 Phone: (877) 752-6609