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Advisor Detail

Daniel Masuda Lehrman

Designation: CFP®,CSLP®
Languages: English,Japanese
Masuda Lehrman Wealth is a fee-only fiduciary RIA that serves inheritance leavers and receivers locally in Honolulu, Hawaii, and virtually nationwide
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Contact Information

987 Queen St
Email:
daniel@masudalehrman.com
Business Phone:
808-217-3982
City: Honolulu
State: HI
Zipcode: 96814

Social Information

Business Name:
Masuda Lehrman Wealth

Business Information

Business Long Description
Hi! I’m Daniel Masuda Lehrman, a fee-only fiduciary financial planner based in Honolulu, Hawaii. I’m originally from Ann Arbor, Michigan and a proud University of Michigan alum (Go Blue)! I work with clients locally in Honolulu and virtually nationwide.
$90 trillion is expected to pass in the coming decades from older to younger generations, many of whom have never managed wealth before. My mission is to serve as a bridge for multigenerational wealth. My specialty is helping financial caretakers and their loved ones inherit significant wealth and manage it responsibly.
I work with inheritance leavers and inheritance receivers: An inheritance leaver could be a spouse who has always managed the household finances for the family and wants to prepare their partner for when they may not be around anymore. It could also be a parent who wants to plan for own retirement but ALSO expects to leave behind significant wealth to their children and grandchildren. An inheritance receiver could be a widow, son, or daughter who recently inherited significant wealth and may be inexperienced with managing a sizable portfolio.
With nearly 10 years of experience as a financial advisor at the Big Three (Vanguard, Fidelity, Schwab), I’ve helped hundreds of families retire successfully or manage their wealth responsibly.
Disclaimer:
Financial Advisor and Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive, Suite 200, Charlotte, NC 28210. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America®(Guardian), New York, NY. Park Avenue Securities is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. CA # 0M50974.
Focus Areas:
Student loans, Comprehensive financial planning, Investment management, Estate planning, Retirement planning, Budget & debt management
License 1:
CFP: 329201
License 2:
FINRA: 329201
Fees:
Assets Under Management, Flat Fee, Hourly, Monthly Fee, Monthly Retainer
CSLP Issue:
May 19, 2023
CSLP Exp:
May 19, 2024
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