Unclaimed ProfileUnclaimed

Get found as the Top Financial Advisor in Honolulu, HI
D
Daniel Lehrman
Certified Student Loan Professional, Cfp
Hi! Im Daniel Masuda Lehrman, a fee-only fiduciary financial planner based in Honolulu, Hawaii. Im originally from Ann Arbor, Michigan and a proud University of Michigan alum. I work with clients locally in Honolulu and virtually nationwide... Show More
Reviews
Sorry! No reviews found for this Profile
Write a first review to Daniel
Write a Review
About
Hi! Im Daniel Masuda Lehrman, a fee-only fiduciary financial planner based in Honolulu, Hawaii. Im originally from Ann Arbor, Michigan and a proud University of Michigan alum. 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), Ive helped hundreds of families retire successfully or manage their wealth responsibly. Clients Ive worked with were looking for a good listener who was honest, knowledgeable, anticipated their needs, skilled at explaining concepts in laymans terms, and could confidently help them make good financial decisions. Theyll tell you I helped them transition into a new phase of life or enjoy their retirement with confidence and certainty. So whatever youre dealing with, you can trust that Ill connect with you on a human level and be there for you. If that resonates with you, Id love to talk to you! Visit my website at www.HawaiiAdvisor.com to learn more!"
Specialities
Baby Boomers
Estate & Generational Planning Issues
Millennials
Novice Investors
Real Estate Investments
Retirement Planning & Distribution Rules
fixed fee (subscription, retainer, etc.)
tax planning
Search Rank ScoreLearn More →
What is the Search Rank Score®?
Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.