David Uhlmann, CFP®, MSF Synergos Advisory
- 1601 5th Ave., 11th Floor, Seattle, WA 98101
- (206) 800-8056
- qnivq@flaretbfnqivpr.pbz
- https://www.synergosadvice.com
About David Uhlmann, CFP®, MSF, AAMS®, APMA®, BFA™
“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.
Please visit my blog here.
Ideal Clients
- Business Executives
- Entrepreneurs
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee Range: $150/mo – $250/mo
- Hourly Fee: $250+/hr
- AUM Range: 0.25% – 1.35%
