Daniel Lehrman (Certified Student Loan Professional, CFP®)
Daniel Lehrman focuses in the
following client markets or areas of practice:
- Baby Boomers
- Estate & Generational Planning Issues
- Millennials
- Novice Investors
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Baby Boomers
- Estate & Generational Planning Issues
- Millennials
- Novice Investors
- Real Estate Investments
- Retirement Planning & Distribution Rules
Planning Specialties
$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.
Additional Information
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.
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.
Clients I’ve worked with were looking for 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.
So whatever you’re dealing with, you can trust that I’ll connect with you on a human level and be there for you. If that resonates with you, I’d love to talk to you!
Visit my website at www.masudalehrman.com to learn more!
NAPFA Start Date
February 02, 2024
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