My wife and I have been looking for a local/fee only financial advisor for months, until we found Daniel. Daniel truly is a rare find. We are fortunate to be partnering with him. Daniel is very approachable and flexible. He takes time to know you and your needs, he asks well crafted questions, and he listens intently to personalize and stress test a custom plan that suits our unique needs and circumstances. Thanks to Daniel, we now have full confidence in our plan. I recommend Daniel as your "co-pilot" in your retirement planning journey.

We reached out to Daniel to help us navigate the transition from the earning phase of life into the first years of complete retirement. Daniel is knowledgeable and listens well. My husband and I have different approaches and concerns about our finances. Daniel's questions and insights help us greatly. Daniel is very approachable, knowledgeable and responsive to the different financial habits that people have. I strongly recommend his services.

I've known Daniel for years before he started Masuda Lehrman Wealth. Since then, we have both grown largely in our respective careers. I started working with financial advisors right out of graduate school to have some help tackling HUGE federal student loans, managing a large increase in income, making big financial decisions (like buying a house) and planning for retirement. I was previously working with Facet and had discontinued that relationship as I felt that they we had reached a limit to how much they could help and the added value they could bring to my financial life. I reached out to Daniel when I found out he was starting his own wealth management company initially to support a friend. However, Daniel has shown me, over the past few months that there was still room to grow in my financial literacy, expanding my wealth portfolio, and planning for the future. Even better, he has special certifications with student loan borrowers which has been INVALUABLE. He has been very accessible, friendly as always, and knowledgeable. I recommend him to anyone looking for a financial advisor no matter what walk of life they are in. His advice and services are bespoke, keeping in mind the small nuances of life, actionable, and specific.

As a client of Masuda Lehrman Wealth, I have had the pleasure of working directly with Daniel. Daniel’s dedication to truly understanding his clients’ financial goals is evident from the first meeting. His tailored strategies and insightful guidance have been invaluable in helping me navigate complex financial landscapes with confidence. Daniel’s professionalism and personalized approach make him a standout in wealth management. Highly recommend for anyone looking to secure their financial future!

Has been very helpful in our financial planning. Very accommodating to our schedule. Prompt response time.

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.

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!

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!

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.