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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
  • Fixed Fee (Subscription, Retainer, etc.)
  • Real Estate Investments
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Financial planning isn’t just about investments—it’s about making informed decisions that impact every aspect of your life. From retirement planning and tax strategies to managing risks and ensuring your estate is in order, a truly comprehensive financial plan should bring all the pieces together.

Following the CFP Board’s Financial Planning Process, I work closely with my clients to evaluate their full financial picture and create strategies tailored to their goals. Whether you’re planning for retirement, adjusting after the loss of a spouse, or navigating major financial transitions, I provide clear, objective guidance to help you move forward with confidence.

I serve retirees, widows, and those preparing for retirement, both locally in Honolulu, Hawaii, and virtually across the country. My goal is to simplify complex financial decisions so you can focus on what matters most.

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. 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.HawaiiAdvisor.com to learn more!

NAPFA Start Date

February 02, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

987 Queen St Honolulu, HI 96814-5262 Phone: (808) 217-3982
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