Hi, I'm Daniel Masuda Lehrman, CFP®, CSLP®!

Professional Bio

As a financial planner, my specialty is helping financial caretakers and their loved ones inherit wealth and manage it responsibly. I have 10 years of experience at the Big Three (Vanguard, Fidelity, Schwab) helping hundreds of families retire successfully and leave a lasting legacy.

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. 

-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
-Advisor for millionaire clients:  Vanguard , Fidelity, Schwab 2014-2023
-BA in Economics, University of Michigan

Japanese American
Michigan man
dog bowl
Dog dad
Hawaii resident
Planning for life's pivotal moments

$90 trillion is expected to pass from older to younger generations, many of whom have never managed wealth before. My mission is to serve as a trusted resource for financial caretakers and their loved ones.

Who We Serve
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