Daniel Masuda Lehrman, CFP®

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Retirement planning for people in their 50s and 60s with $1M–$5M saved. I’m Daniel Masuda Lehrman, a Certified Financial Planner® based in Honolulu, Hawaii. Every week I break down Social Security timing, Roth conversions, retirement income, and investing strategy — the decisions that actually move the needle in the five years before you retire. 📍 Visit HawaiiAdvisor.com to schedule a consultation. 💡 New videos every week. --- Masuda Lehrman Wealth LLC is a fee-only fiduciary financial planning and wealth management firm based in Honolulu, Hawaii, serving clients locally and virtually nationwide. Our firm offers personalized, holistic financial planning that covers investments, retirement, estate planning, and taxes. All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions

Joined

2024-01-22

Format

solo-host

Topics

Financial Literacy & Education, Retirement Planning