Lamu Dawa

Director, Tax Advisory and Planning

  • Certified Public Accountant

A Certified Public Accountant with more than 13 years of experience, Lamu is a senior member of the Advanced Planning Strategies Tax Team, helping planners and clients identify tax planning opportunities. As a part of her work, Lamu develops complex projections and reviews many types of tax plans.

Lamu joined Edelman Financial Engines in 2021. Previously, she was a staff accountant at a Seattle-based tax and accounting firm.

Lamu finds her work at EFE to be so rewarding; collaborating with and learning from a diversity of talent on her team enables her to better serve the planners and clients who come to her for answers that can truly make a difference in clients’ lives. She enjoys helping individuals with their tax planning and has a particular interest in helping small business owners – especially because she is one herself.

Lamu was born in Tibet and grew up in China, coming to the US in 2010 to pursue her master's degree. She now lives in Seattle with her husband and two young children. Having hailed from Yunnan, known as the origin of tea, Lamu and her husband have a passion for the art of teamaking and tea education. In 2013, they co-founded a small tea business that they continue to enjoy today. Lamu often extends an open invitation to tea, which she feels is a great means of connection.

Lamu earned a Bachelor of Arts degree in Chinese language and literature, with a minor in finance from Zhejiang University (Hangzhou, China) and a Master of Science degree in accounting and information management from the University of Texas at Dallas.

 

 

ARTICLES BY Lamu Dawa