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.)
  • Generation X
  • Investment Advice with 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
  • Gen X and Y
  • Engineers, Researchers, Entrepreneurs, Executives, 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

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 14 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