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.