
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.
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 $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.
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