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.

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.

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!

As someone who is a complete novice with investing and personal finance topics, I was so glad to find Daniel. I initially needed help with understanding my 403B investment options and employer match, but he took the time to look at all aspects of my finances. He was so patient and easy to talk to. I would highly recommend him to anyone looking for a trustworthy and knowledgable financial advisor!

We have recommended Daniel to friends and family. He’s very informative, easy to speak with, patient, clear, and concise.

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.