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.

NAPFA Start Date

August 14, 2019

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This Office

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