Page 10 - Synergy Brochure 2021

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ABOUT

PALASH

Palash S. Islam is the Founder and CEO of Synergy Financial
Group serving as an experienced advisor to High Performance
Professionals™, such as entrepreneurs, professional athletes,
surgeons, and tech executives. He entered the financial
services industry in 2001 in the Private Wealth Management
Division of a Fortune 100 company, where he gained valuable
experience in helping wealthy families define and pursue their
goals.
In 2006, Palash formed Synergy to focus on providing
unbiased, high-quality financial advice for an elite clientele.
He independently researches and utilizes resources of
multiple global organizations to help clients manage wealth
using private banking services. He personally helps develop
and implement tools to enhance personal and professional
growth tailored to each client’s individual needs, interests,
and unique circumstances. Coaching

His designations include the CFP®, LUTCF, and Behavioral
Financial (BFA). He also holds Series 6, 7, 63, and 65 licenses. “Providing leadership is at the heart
of all financial advice.”
In addition, he has licenses in life, disability, LTC, and property
& casualty insurance. These licenses and designations Before turning to financial advising,
allow him to integrate traditional finance practices with an Palash’s first career was in NCAA
Division 1 basketball and the NBA. While
understanding in psychology and neuroscience to improve attending The University of Washington’s
emotional competency and decision-making behavior. Foster School of Business, he worked as a
Manager and Graduate Assistant for the
Over the years, Palash has been quoted and interviewed in UW Men’s Basketball program, where
numerous publications, including a series of articles around the team earned two NCAA Tournament
HBO’s top show Ballers. He is also the author of a book on invitations—including a Sweet 16 finish
in 1998. He then worked for the Seattle
personal finance called The Synergy Way™. SuperSonics, serving under two Head
Coaches. His role involved helping with
Palash was fortunate to be mentored by several high-profile the NBA Draft, Free Agency, and on-
figures who shared their wisdom and life-enhancing advice. court workouts with three Hall of Fame
It was the influence of these mentors that led him to refocus players and several NBA All-Stars.
his professional efforts on building a financial planning and
advising business with a distinct emphasis on the unique
personal and financial challenges that High Performance
TM
Professionals face.