Verified recordFinancial Services

Daniel Masuda Lehrman

Founder and Lead Advisor at Masuda Lehrman Wealth

Based in Honolulu, United States

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Seniority

C-Team

Department

General Business & Management

Location

Honolulu

Industry

Financial Services

Company size

1

Contact information

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Email

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d•••••••@masudalehrman.com

Phone

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Background

About Daniel Masuda Lehrman

I’m a Fee-Only Fiduciary and the Founder of Masuda Lehrman Wealth, LLC, based in Honolulu and serving clients virtually across the country. With over a decade of experience at Vanguard, Fidelity, and Schwab, I’ve helped hundreds of families retire confidently, navigate complex financial decisions, and create lasting legacies. I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Student Loan Professional (CSLP®), with a degree in economics and Japanese from the University of Michigan. Clients often describe me as a calm, knowledgeable guide who listens deeply, explains things clearly, and helps them feel secure in their choices. Whether they were approaching retirement, managing a windfall, or entering a new life stage, I helped them move forward with clarity and peace of mind.

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