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

14 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

Areas of Focus

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

About Daniel Masuda Lehrman, CFP®, CSLP®

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 ®
  • 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 Masuda Lehrman Wealth

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™
Mar 18, 2025
My wife and I have been working with Daniel on a one-time financial plan to help us get our current finances in better shape and plan for retirement. He clearly knows his stuff and has been very thorough, patient, and accommodating/flexible. Daniel has been great to work with and we highly recommend him.
Relationship to Financial Advisor: Client as of Mar 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Dan K

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 3, 2025
Daniel was exactly the person I needed when I lost my husband late last this year. Everything was falling apart and I had no idea where to even start with life insurance, IRAs, or 401(k)s, and he helped me get everything organized and manageable. He explained things in a way I could actually understand. He was calm and patient through the whole process and gave me confidence to make decisions at my own pace. I can’t recommend Masuda Lehrman Wealth enough for anyone who needs a caring and knowledgeable advisor.
Relationship to Financial Advisor: Client as of Jan 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Hong Le
Hong Le

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 3, 2024
I can't recommend Daniel enough! He has been an absolute lifesaver in helping my parents create a one-time financial plan to assess and model their retirement readiness. From the very beginning, Daniel took the time to understand their unique financial situation and goals. He was incredibly thorough in analyzing their current standing and provided clear, actionable recommendations to improve their chances of achieving a successful retirement. Daniel's expertise in financial planning is evident, and he made what could have been a complex and overwhelming process so much easier to understand. His guidance gave my parents a sense of confidence and peace of mind about their future. We are beyond grateful for his help and feel much more prepared to navigate their retirement planning with his recommendations. If you're looking for a knowledgeable and trustworthy financial planner, Daniel is definitely the one to turn to!
Relationship to Financial Advisor: Client as of Dec 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sneha Kasuganti
Sneha Kasuganti