Biography
Masuda Lehrman Wealth LLC is a fee-only fiduciary financial planning and investment management firm based in Honolulu, Hawaii, serving clients locally and virtually nationwide. Specializing in helping clients manage wealth responsibly, particularly those inheriting or passing on wealth, the firm offers personalized, holistic financial planning that covers investments, retirement, estate planning, and taxes. With over a decade of experience at top financial institutions, founder Daniel Masuda Lehrman, CFP®, CSLP®, is committed to providing unbiased advice to help clients achieve their financial goals and leave lasting legacies. Take control of your retirement today!
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