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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

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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

Expertise Seattle investor.com

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.

Schedule Complimentary Consultation

NAPFA Start Date

August 14, 2019

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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.
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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.

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This Office

500 108th Ave NE Suite 1100 Bellevue, WA 98004 Phone: (206) 800-8056
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Other Offices

8201 164th Ave NE Redmond, WA 98052 Phone: (206) 800-8056
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1700 Westlake Ave N Suite 200 Seattle, WA 98109-6212 Phone: (206) 800-8056
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