David R. Uhlmann, CFP®, MSF, APMA®, AAMS®

As a STEM professional, you likely prefer to manage your own finances — but you want to be sure you’re on the right track.

When you partner with Synergos, you gain access to ongoing financial planning, expert guidance, and education tailored to help you make informed decisions and align your resources with your aspirations.

As for me, I’ve always enjoyed working with people, numbers, and technology — and financial planning allows me to bring all three together. For the past 18 years, I’ve had the privilege of helping entrepreneurs, business owners, executives, technologists, and researchers align their finances with the lives they want to lead.

Drawing on a diverse background in finance — and a deep interest in systems and strategy — I specialize in simplifying complexity, creating clarity, and delivering personalized, actionable advice. Whether it’s optimizing portfolios, navigating equity compensation, or building long-term planning frameworks, my goal is always the same: to empower you to make confident, informed decisions that support your version of success.

Let’s do that together.

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What We Do

• Comprehensive Financial Planning
• Retirement Savings Strategies
• Roth 401(K) and IRA Conversion Strategies
• Investment Management and Investment Management Advice
• ISO, NSO, RS/RSU Tax Planning
• Cash Flow Management
• College Education Planning
• Risk Management Strategies
• Estate Planning Strategies

Who We Help

• Technologists, engineers and researchers
• Entrepreneurs, executives, and 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 with add-on options for tax planning, tax preparation, and estate planning

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

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Affiliations

• NAPFA-Registered Financial Advisor
  The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
• CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
  CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
• Member of the XY Planning Network
  The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
• FPA-Registered Financial Advisor
  The Financial Planning Association® (FPA®) is a leading membership organization for CERTIFIED FINANCIAL PLANNER^TM professionals and those engaged in the financial planning process.
• Fee Only Network
  FeeOnlyNetwork.com works for the greater good of the industry by amplifying the messages of the organizations that champion the fee-only advisor and fiduciary standard. Working with Registered Investment Advisors who meet NAPFA’s strict education, compensation and ethics standards is the best way to receive true fiduciary care.