David Uhlmann, CFP®, MSF Synergos Advisory

Contact this advisor

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.

Contact this advisor

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%

SEC Records

Loading...