Perhaps the most important thing to know about Synergy Financial Group is that we are subject to fiduciary standard and privately owned. This allows us to focus on long-term objectives rather than short-term profits. We generate none of our own securities or insurance products, preferring to select investment opportunities on the basis of their ability to meet our clients’ needs.
Synergy founder, Palash Islam, offers securities and investment advisory services through KMS Financial Services, Inc. KMS emphasizes compliance with the rules and guidelines of several regulatory bodies, including Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), and the 50 states. These regulations exist for your protection, and we give them the highest priority.
We believe in the six areas of planning and whole heartedly focus on holistic planning for our clients. Our investment philosophy incorporates two key concepts: broad diversification as your hedge against an uncertain future, and adequate liquidity to deal with the unexpected. Of course, no investment offers absolute guarantees, but with the acceptance of investment risk comes the opportunity for greater income and capital growth.
PALASH S. ISLAM
Palash Islam, Founder and CEO of Synergy Financial Group, has been in the Financial Services Industry since 2001 as a Trusted Advisor to Teachers, Physicians, and Athletes.
Palash is a Board Certified Financial Planner (CFP®) and Life Underwriter Training Council Fellow (LUTCF) and focuses on high quality financial advice as well as career management for an elite clientele. He helps develop tools to enhance personal and professional growth tailored to each client’s individual needs, interests, and unique circumstances.
Palash’s first career was in NCAA Division 1 basketball and the NBA. While attending the University of Washington School of Business, he worked as a Manager and Graduate Assistant with the UW Men’s Basketball team under then head coach Bob Bender. Palash was Film Coordinator and Administrative Director for the Bob Bender Basketball Camps. The UW Team appeared in NCAA Tournament in 1998 (Sweet 16) and 1999.
Palash went on to work in the Seattle Super Sonics Front Office as Basketball Operations Assistant for Paul Westphal and Nate McMillan. While with the Sonics, Palash helped with individual workouts, on-court drills, and a range of Administrative duties. He also was the Pac-10 reporter for SPORTSTALK.COM, now known as ESPN Insider.
Palash was mentored by a number of high profile figures from the world of sports. He left professional athletics after spending time with legendary coaches John Wooden and Pete Newell, both of whom shared their wisdom and life-enhancing advice. Palash then refocused his professional efforts on building a financial planning and advising business with a distinct emphasis on the special personal and financial challenges that face top athletes and other high-performing professionals.
Palash enjoys the outdoors and physical activities. He has run the Portland Marathon & biked the STP (Seattle to Portland). In efforts to help and assist the community, Palash was a member of Kiwanis and The Poorest of the Poor Education Foundation. He was involved with Coaches Who Care and helped sponsor the 11-foot hoop exposition at Bank of America Arena. He was also a Principal for Ryson LLC, a Steel Trading Company in the NW from 2006-2009.
Palash S. Islam offers securities and advisory services through KMS Financial Services, Inc.
Teresa joined Synergy in 2018 to mange internal and external projects. Her responsibilities include managing business vendors, marketing and business development initiatives. She previously worked in Human Resources and Benefits Planning for Safeway and graduated from University of California Santa Barbara in 1992. Teresa resides in San Ramon, CA with her husband and two children.
Shannon joined Synergy in 2020. Her role is to provide concierge level service as related to our clients’ investments, financial planning, tax & estate planning and banking needs. Prior to Synergy, Shannon worked for various financial firms and has over 15 years’ experience in comprehensive financial planning, investments, banking and mortgage sectors. Shannon is a proud military spouse and has two children.