David R. Uhlmann, CFP^®

MSF APMA AAMS

Financial planner for STEM professionals

Synergos Advisory LLC

1700 Westlake Ave N, Ste 200
Seattle, WA 98109-6212

+ 1 More Location

Synergos Advisory LLC

500 108th Ave NE, Unit 1100
Bellevue, WA 98004

FINANCIAL ADVISOR'S WEBSITE

www.synergosadvice.com

(206) 800-8056

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Flat monthly fees for financial planning and investment management.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

David Uhlmann is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Synergos Advisory LLC in Seattle, WA and the surrounding communities.

Financial Advisor Overview

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.

What We Do

Comprehensive Financial Planning
Retirement Savings Strategies
Roth 401(K) and IRA Conversion Strategies
Investment Management and Investment Management Advice
Tax Planning
Cash Flow Management
College Education Planning
Risk Management Strategies
Estate Planning Strategies

Who We Help

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

How We Work Together

Intuitive 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

As Seen On

Financial Advisor Experience

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 17 years, I have leveraged my diverse experiences and my background in finance to help a number of entrepreneurs, business owners, executives, technologists and researchers achieve the quality of life they aspired to.

Allow me to do the same for you.

Qualifications

CFP® CERTIFIED FINANCIAL PLANNER ™ Practitioner
AAMS® Accredited Asset Management Specialist?
APMA® Accredited Portfolio Management Advisor?
Series 66 – Uniform Combined State Law

Education

Master of Science, Finance, Golden Gate University
Bachelor of Arts, Economics and International Relations, University of California, Davis

Previous Experience

Financial Advisor and Franchisee, Ameriprise, 2011 - 2019
Financial Advisor, Edward Jones, 2007 – 2011
President/Founder, Photon Power, 2005 – 2006
Director, Global Support Desk, Morgan Stanley Capital International and Barra Inc., 1995 -2004

Schedule Complimentary Consultation

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Masters of Science in Finance, Accredited Portfolio Management Advisor(SM)

Broker-Dealer Disclaimer

Synergos Advisory LLC does not provide legal advice.

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances