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.
Terry joined Synergy in 2012 to coordinate client service and business development. She provides assistance to both the marketing and business development teams at Synergy. Her responsibilities include acting as the liaison for vendors; developing internal procedure systems; and working with scheduling for both current and prospective clients. Terry has a long history in financial services, having spent 15 years in Public Finance at Seattle-Northwest Securities Corporation. She graduated from Washington State University with a degree in Finance in 1978. Terry resides in Sammamish with her husband and has two children.
Renee has been with Synergy Financial Group, LTD since 2016 where she works with clients on back office operations and supports Palash in managing client relationships and expectations. Renee's role as Client Relationship Manager has her processing client information and manages ongoing client project support. Prior to Synergy, she worked worked for various non-profit agencies and executive assistant roles. Renee is a graduate of Vanguard University with a degree in Sports Science. She resides in Richland, WA with her husband and three daughters.