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

800 Bellevue Way NE
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 and much, much more...
  • 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
Expertise Seattle investor.com Expertise Bellevue

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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 16 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

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

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

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Helpful Financial Planning Resources