Masuda Lehrman Wealth

My wife and I have been working with Daniel on a one-time financial plan to help us get our current finances in better shape and plan for retirement. He clearly knows his stuff and has been very thorough, patient, and accommodating/flexible. Daniel has been great to work with and we highly recommend him.

Daniel was exactly the person I needed when I lost my husband late last this year. Everything was falling apart and I had no idea where to even start with life insurance, IRAs, or 401(k)s, and he helped me get everything organized and manageable. He explained things in a way I could actually understand. He was calm and patient through the whole process and gave me confidence to make decisions at my own pace.

I can’t recommend Masuda Lehrman Wealth enough for anyone who needs a caring and knowledgeable advisor.

I can't recommend Daniel enough! He has been an absolute lifesaver in helping my parents create a one-time financial plan to assess and model their retirement readiness. From the very beginning, Daniel took the time to understand their unique financial situation and goals. He was incredibly thorough in analyzing their current standing and provided clear, actionable recommendations to improve their chances of achieving a successful retirement.

Daniel's expertise in financial planning is evident, and he made what could have been a complex and overwhelming process so much easier to understand. His guidance gave my parents a sense of confidence and peace of mind about their future. We are beyond grateful for his help and feel much more prepared to navigate their retirement planning with his recommendations.

If you're looking for a knowledgeable and trustworthy financial planner, Daniel is definitely the one to turn to!

As someone who is a complete novice with investing and personal finance topics, I was so glad to find Daniel. I initially needed help with understanding my 403B investment options and employer match, but he took the time to look at all aspects of my finances. He was so patient and easy to talk to. I would highly recommend him to anyone looking for a trustworthy and knowledgable financial advisor!

My wife and I have been looking for a local/fee only financial advisor for months, until we found Daniel. Daniel truly is a rare find. We are fortunate to be partnering with him. Daniel is very approachable and flexible. He takes time to know you and your needs, he asks well crafted questions, and he listens intently to personalize and stress test a custom plan that suits our unique needs and circumstances. Thanks to Daniel, we now have full confidence in our plan. I recommend Daniel as your "co-pilot" in your retirement planning journey.

We reached out to Daniel to help us navigate the transition from the earning phase of life into the first years of complete retirement. Daniel is knowledgeable and listens well. My husband and I have different approaches and concerns about our finances. Daniel's questions and insights help us greatly. Daniel is very approachable, knowledgeable and responsive to the different financial habits that people have. I strongly recommend his services.