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Tax Strategy and Financial Planning
Connecting taxes with retirement, investments, real estate,
Someone Who Actually Understands Your Financial World
Financial questions don't always arrive at convenient times — or fit neatly into one category.
You may be approaching an important decision, weighing your options, or simply looking for another perspective before moving forward.
My role is to help you understand the issues involved, consider the alternatives, and see how a decision fits into the rest of your financial life.
Tell me what's going on, and we'll start there.
Who I Help
Professionals & Retirees
Make informed decisions at every stage of your financial life.
Whether you're building wealth, preparing for retirement, or already there, I help you think through the tax and financial questions that come with the decisions you're facing.
Pharmacists & HCPs
A healthcare career can come with strong income and benefits — and plenty of financial decisions along the way. As a former pharmacist, I bring firsthand understanding to questions involving taxes, retirement, student loans, and more.
Landlords & PMs
Real estate creates its own set of tax, business, and financial decisions. As a real estate broker and property-management business owner, I understand those decisions from both the investment and business-owner perspective.
A Different Kind of Tax Advisor
Laurence Namdar, PharmD, EA, WMS℠
I've spent my career at the intersection of healthcare, real estate, tax, and financial planning.
Before becoming an Enrolled Agent, I was a pharmacist. I also hold a real estate broker license, own a property management firm, and have professional experience in investment advisory and financial planning.
That background shapes how I approach tax planning. I don't look at your tax return in isolation. I look at the decisions surrounding it — your income, retirement accounts, real estate, business interests, and the choices you're considering.
I don't manage investment portfolios or sell financial products. My role is to help you understand your options, connect the dots, and make informed decisions.
Let's Talk
Sometimes you need someone who understands the tax side as well as the broader financial picture, and can help you think through the decision.
That's what I do.
If you'd like to discuss your situation directly, I offer a complimentary 20-minute introductory call to talk through what you're facing and whether I can help.
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