Masuda Lehrman Wealth
2024-10-01
ID: #946104
Listed In : Business & Services
Business Description
Masuda Lehrman Wealth LLC is a fee-only fiduciary financial planning and investment management firm based in Honolulu, Hawaii, serving clients locally and virtually nationwide. Specializing in helping clients manage wealth responsibly, particularly those inheriting or passing on wealth, the firm offers personalized, holistic financial planning that covers investments, retirement, estate planning, and taxes. With over a decade of experience at top financial institutions, founder Daniel Masuda Lehrman, CFP®, CSLP®, is committed to providing unbiased advice to help clients achieve their financial goals and leave lasting legacies. Take control of your retirement today!
Frequently Asked Questions
Where is Masuda Lehrman Wealth located?
Masuda Lehrman Wealth is located at 987, Queen St, Honolulu, HI - 96814.
How can customers contact Masuda Lehrman Wealth?
Customers can contact Masuda Lehrman Wealth by phone at 808-217-3982.
Does Masuda Lehrman Wealth have an official website?
Yes, the official website of Masuda Lehrman Wealth is https://www.masudalehrman.com/.
