Masuda Lehrman Wealth

Masuda Lehrman Wealth is a financial planner in Honolulu, Hawaii, specializing in personalized retirement planning and wealth management for clients within five years of retirement or managing inherited wealth. The firm offers holistic financial planning services that cover retirement, investments, estate planning, insurance, tax strategy, and debt management, all delivered through a fee-only fiduciary model. With a focus on long-term financial security, the firm emphasizes clear communication, education, and customized strategies tailored to individual life goals. Serving clients throughout Honolulu, Masuda Lehrman Wealth has earned a 5.00 rating from 18 verified reviews, reflecting strong client satisfaction and trust.

The firm is led by Daniel Masuda Lehrman, CFP®, a certified financial planner with a background in economics and Japanese language from the University of Michigan. As a fee-only fiduciary, he prioritizes clients’ best interests without commissions, working with major financial institutions like Vanguard, Fidelity, and Schwab. His approach integrates comprehensive planning across all financial aspects, including retirement readiness assessments, tax-efficient withdrawal strategies, estate document reviews, and coordination with CPAs and attorneys. He also brings experience as a real estate investor, managing rental properties in Arizona and Michigan, and has built a reputation for clarity, honesty, and proactive guidance.

Located on Queen Street in Honolulu, Masuda Lehrman Wealth sits about 0.1 miles from Straub Medical Clinic and Ward Avenue, just a short distance from Kapiolani Boulevard and Victoria Ward Park. The office is near the Neil S. Blaisdell Arena and the Ward Entertainment Center, placing it in a central, accessible part of the city’s urban core.

The firm’s standing is marked by a solid reputation among the clients it serves, built on consistent, client-centered advice and a commitment to fiduciary integrity. Its strong local presence and high client retention reflect deep trust and reliability.

In Honolulu, Masuda Lehrman Wealth stands out as a trusted guide for those preparing for retirement or navigating the complexities of inherited wealth, offering clarity and confidence in a critical life transition.