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.
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.