David Uhlmann, CFP®, MSF Synergos Advisory

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About David Uhlmann, CFP®, MSF, APMA®, AAMS®

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 14 years, I have leveraged my diverse experiences and 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.

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Ideal Clients

  • Business Executives
  • Entrepreneurs
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee Range: $250/mo – $500/mo
  • Hourly Fee: $250+/hr

SEC Records

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