David R. Uhlmann,  CFP<sup>&reg;</sup> - Financial Advisor

David R. Uhlmann, CFP®

MSF APMA AAMS

Fee-Only CFP® Practitioner & Wealth Manager for STEM entrepreneurs/professionals

Synergos Advisory LLC

500 Yale Ave N, Suite 400
Seattle, WA 98109

Synergos Advisory LLC

Lincoln Square, 10400 NE 4th St
Bellevue, WA 98004-5175
FINANCIAL ADVISOR'S WEBSITE
(206) 800-8056 CONNECT WITH David
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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 spend most, if not all, your time on bringing good things to life. With all your time tied up, who’s making sure your personal finances are on track? We can! Synergos Advisory, a Seattle, WA fee-only financial planner, can provide you with ongoing financial planning and wealth management tailored to your unique needs while you focus on what you do best. Allow us to work on your behalf. Plan today for a better tomorrow.

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Financial Advisor Experience

“From my very first day as an entrepreneur, I’ve felt the only mission worth pursuing in business is to make people’s lives better.” — Richard Branson If you’re reading this, I’m sure you can relate…as this is our why. Having over the years participated in a range of business activities, from tech start ups to founding and selling my own businesses, I know what it’s like to experience the ride with its ups and downs. And the satisfaction of having a positive impact as well as to be rewarded for that. 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 12 years, I have leveraged my diverse experiences and coupled those 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

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Designations & Certifications

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Life Planning, Retirement, Startup, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources