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

High Net Worth Client Needs

Planning Specialties

Document

What We Do

Comprehensive Financial Planning
Retirement Savings Strategies
Roth Conversion Strategies
Portfolio Strategies
ISO, NSO, RS/RSU Tax Planning
Cash Flow Management
College Education Planning
Risk Management Strategies
Tax Planning
Estate Planning Strategies

Who We Help

Technologists, Engineers, and Researchers
Entrepreneurs, Executives, and Mid-Level Managers

As Seen On

Additional Information

As a STEM professional, you prefer to manage your own finances, but you want to feel confident you are on the right track. When you partner with Synergos, we provide you with ongoing financial planning, guidance, and education so you can make informed decisions to help you align your financial resources with your aspirations..

With over $64 million in assets under advisement, I enjoy working with people, numbers and technology. Over the past 17 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.