Hi, I'm Daniel Masuda Lehrman, CFP®, CSLP®!
Professional Bio
Financial planning isn’t just about investments—it’s about making informed decisions that impact every aspect of your life. From retirement planning and tax strategies to managing risks and ensuring your estate is in order, a truly comprehensive financial plan should bring all the pieces together.
As a financial planner, I hold my CFP® (CERTIFIED FINANCIAL PLANNER™) and CSLP® (Certified Student Loan Professional) designations with an undergraduate degree in economics and Japanese language from the University of Michigan.
Clients I’ve served would describe me as a good listener who was honest, knowledgeable, anticipated their needs, skilled at explaining concepts in layman's terms, and could confidently help them make good financial decisions. They’ll tell you I helped them transition into a new phase of life or enjoy their retirement with confidence and certainty.
-CERTIFIED FINANCIAL PLANNER ™ (CFP®)
-Member of National Association of Personal Financial Planners (NAPFA), XY Planning Network, Fee-Only Network, and Wealthtender
-Certified Student Loan Professional (CSLP)
-Real estate investor
-Wealth manager for high-net-worth clients: Vanguard, Fidelity, Schwab (2014-2023)
-BA in Economics, University of Michigan
Personal Bio
Though I'm from Ann Arbor, Michigan, today I live in Honolulu, Hawaii with my wife Linh and dog Max. I'm a proud University of Michigan Alum and football fan (Go Blue!). I also own and manage long-term and short-term rental properties in Arizona and Michigan and have over 70 five-star reviews on Airbnb.
Following the CFP Board’s Financial Planning Process, I work closely with my clients to evaluate their full financial picture and create strategies tailored to their goals. Whether you’re planning for retirement, adjusting after the loss of a spouse, or navigating major financial transitions, I provide clear, objective guidance to help you move forward with confidence.
Who We Serve
