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
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
Planning Specialties
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, expert guidance, and education so you can make informed decisions to help you align your financial resources with your aspirations.
With over $105 million in assets under advisement, I enjoy working with people, numbers, and technology — financial planning gives me the opportunity to bring all three together.
Over the past 18 years, I’ve had the privilege of helping entrepreneurs, business owners, executives, technologists, and researchers align their finances with the lives they aspire to live. Drawing on a diverse background in finance and a deep interest in systems and strategy, I focus on simplifying complexity, creating clarity, and delivering personalized, actionable advice. Whether it’s optimizing portfolios, navigating equity compensation, or building long-term planning frameworks, my goal is always the same: to empower clients to make confident, informed decisions that support their version of success.
Allow me to do the same for you.
Schedule Complimentary Consultation
NAPFA Start Date
August 14, 2019
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.