Daniel Masuda Lehrman, CFP®, CSLP®

Fee-Only Financial Planner for Inheritance Leavers & Receivers

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Masuda Lehrman Wealth Daniel Masuda Lehrman, CFP®, CSLP®
Honolulu, HI

Serving Clients Nationwide

Fee-Only Financial Planner for Inheritance Leavers & Receivers

Rated 5.0 out of 5
5 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Daniel Masuda Lehrman. As a financial planner, my specialty is helping financial caretakers and their loved ones inherit wealth and manage it responsibly. I have 10 years of experience at the Big Three (Vanguard, Fidelity, Schwab) helping hundreds of families retire successfully and leave a lasting legacy.

I hold my CFP® (CERTIFIED FINANCIAL PLANNER™) and CSLP® (Certified Student Loan Professional) designations with an undergraduate degree in economics and Japanese language from the University of Michigan.

Clients I’ve served would describe me as a good listener who was honest, knowledgeable, anticipated their needs, skilled at explaining concepts in layman's terms, and could confidently help them make good financial decisions. They’ll tell you I helped them transition into a new phase of life or enjoy their retirement with confidence and certainty.

➕ Personal Bio

Though I'm from Ann Arbor, Michigan, today I live in Honolulu, Hawaii with my wife Linh and dog Max. I'm a proud University of Michigan Alum and football fan (Go Blue!). I also own and manage long-term and short-term rental properties in Arizona and Michigan and have over 70 five-star reviews on Airbnb.

🐶 Dog Dad | 🏄‍♂️ Surfer | 💑 Husband

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Student Loan Professional (CSLP)

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Honolulu, HI, 96814

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button to schedule a short 15-30 minute phone or Zoom meeting to see if we’re a good fit. We’ll ask you what led you to schedule the meeting, what your concerns are, what questions you have, and what you’re hoping to accomplish by working together. If we’re not the right fit, we’d be happy to refer you to a firm that may better fit your needs. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

I serve inheritance leavers and receivers locally in Honolulu, Hawaii and virtually nationwide.

DOES THIS SOUND LIKE YOU?

✔️ You may have limited financial knowledge or unfamiliar with investment strategies, tax implications, or wealth management techniques.

✔️ You're doing your best to manage your family's finances with the limited time you have, but you also don't know what you don't know and your time is best used in other ways

✔️ You’d like someone to quarterback communication and make introductions to other experts (tax advisors/preparers, estate attorneys, life insurance agents, mortgage brokers, etc.)

✔️ You have $500K or more in liquid assets (banks, 401Ks, IRAs, brokerage) OR $200K+ household income

✔️ You prefer a virtual video-based relationship OR a local relationship in Hawaii OR want to arrange an in-person meeting when visiting Hawaii!

HOLISTIC FINANCIAL PLANNING

Financial planning should cover every aspect of your life, not just your investments. Following the CFP Board's Financial Planning Process, I'll help you tackle important financial decisions by evaluating every aspect of your financial well-being.

Retirement | Investments | Estate Planning & Insurance | Personal Finance 101 | Taxes

Education

University of Michigan, Bachelor of Arts (BA), Economics

Hobbies and Interests

  • Eating Out
  • Family
  • Football
  • Surfing
  • Tennis

Who We Serve

  • Baby Boomers
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
May 8, 2024
Has been very helpful in our financial planning. Very accommodating to our schedule. Prompt response time.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nicholas Andershock
Nicholas Andershock

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
May 3, 2024
Daniel has been helping my wife and I for over 4 years. He has a particular gift for understanding our needs and goals then translating our aspirations into tangible financial actions that are simple, yet effective. Daniel’s honestly and openness during the most challenging times of our financial environment have helped me gain unwavering confidence in his ability. I recommend Daniel to those who are looking for a candid financial advisor with proven success and confidence.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jonathon Essenmacher
Jonathon Essenmacher

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
May 3, 2024
I recently met with Daniel for a consultation and it was immediately clear how knowledgeable he is. He presented different options and recommendations in a way that was easy to understand and helped give me confidence in how my short and long term investments should be set up to meet my goals. I look forward to working more with Daniel in the future and would highly recommend his services to anyone looking for help with their financial planning!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John McTigue
John McTigue

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Apr 24, 2024
I met Daniel in 2017 before I knew he was a financial advisor. Through getting to know him, he became my go to person for any questions and advice about my managing my finances. Not only did he give info that has helped my family set ourselves up for financial success, he communicated in a way that was easy to understand. I highly recommend Masuda Lehrman Wealth to anyone looking to set themselves up with financial stability!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dane Ruhala
Dane Ruhala

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Apr 19, 2024
Daniel is the definition of a fiduciary and always puts his clients interest. What sets him apart is his ability to listen and create solutions that are truly customized to his clients situation. From estate planning to portfolio tax efficiency, Daniel does an amazing job. If you're not sure if fee only financial advice is for you, reach out to Daniel. He's very responsive. Highly recommend.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mark Sloat, CFP
Mark Sloat, CFP