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

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
(206) 800-8056

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

Investor Expertise Redmond

More

Financial Advisor Experience

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.

For 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 want to lead.

Drawing on a diverse background in finance — and a deep interest in systems and strategy — I specialize in 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 you to make confident, informed decisions that support your version of success.

Let’s do that together. Schedule a complimentary consultation.

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

66

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

More

Helpful Financial Planning Resources