About David Uhlmann




David R. Uhlmann, Synergos Advisory Founder

"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.


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


Affiliations