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. 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. 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!

We focus on providing honest and personalized life and financial guidance, as independent fiduciary advisors and coaches, to help you achieve your most abundant life. We are comprised of our CEO who is a CPA/PFS, CFP and have psychologists on board for financial and life coaching to accompany our technical advising. Our founder, Abel Soares III, had the vision to build a group of member firms where he would be able to share and utilize his knowledge to give back to those trying to better themselves and their lives. As a devoted husband and proud father of two boys, Abel set out to start a business where he could build a legacy for his family and be available for his family and clients. Abel is part Native Hawai'ian; and he grew up in Southern California, Idaho, and Oahu, Hawai'i. Abel obtained his Masters in Accounting Taxation from Boise State University and went on to work for regional and international CPA and Consulting firms for over 5 years. In these roles, he learned a great deal about various types of business models, industries and the secrets to success. He started his own successful tax and consulting business after obtaining his CPA (Certified Public Accounting License), and soon after discovered his true passion in personal financial planning. After a total of 8 years in the accounting and financial arena, his vision began to grow on how he could best serve clients. Once he obtained his CFP (Certified Financial Planner) and PFS (Personal Financial Specialist) designations, his vision for Hui Malama Advisors LLC and the member firms started coming into focus. Along the way, he noticed that the biggest factor of effective financial management, outside of being educated about finances, was the individual's mindset. This meant that someone with expertise in addressing the human psyche was necessary to provide a more holistic approach to financial planning. Abel set out to find business partners who could help him turn his dreams into a reality. He naturally started with his best partner of all – his wife, Sadé - who is currently completing her doctoral degree in clinical psychology. Together, they made Abel’s vision a reality by incorporating both financial and life coaching; and Hui Malama Advisors LLC was born. Abel has paved his own path into the world of entrepreneur-ism and has also invested in other businesses. He looks forward to using his years of experience in financial planning, consulting, and accounting to assist you in living your most abundant life through The Hui Malama Advisors LLC member firms.

Christopher Hochuli is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in long-term portfolio and liability management, including the identification and review of investment managers utilized by the group. Christopher is a portfolio manager who manages personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. With 27 years of experience advising high net worth clients, Christopher has expertise in estate planning, asset and liability management primarily serving physicians, attorneys, C-suite executives, entrepreneurs, and business owners. He joined Merrill Lynch in 1996, having previously worked at Bank of America Honolulu. Christopher holds a Bachelor's degree from Boston College and holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside his advisory role, Christopher serves on the board of Na Kama Kai, a foundation based in West Oahu. He is also a State Advisory Board member for the Trust for Public Lands and has previously been president of the board for the Waldorf Schools in Honolulu.

Anh Brow is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2016. With over 30 years of experience in the financial services industry, Anh specializes in developing tailored financial strategies for individuals, families, and businesses. Her areas of focus include college education planning, divorce transition planning, personal retirement planning, tax minimization, and investment strategy for both individuals and corporations. She also provides services for endowments, foundations, and non-profit organizations. Anh holds a bachelor’s degree in business administration, concentrating in economics and Chinese studies, and an MBA in finance, both from the University of Maryland. She possesses the Personal Investment Advisor (PIA) designation and is fluent in Vietnamese, French, English, and Chinese. Anh has a global perspective, having lived, studied, and worked in multiple countries including Vietnam, India, France, Russia, China, and Hong Kong. In addition to her professional commitments, Anh is actively involved in the Hawaii community. She serves on the boards of several non-profit organizations, including the Vietnamese-American Chamber of Commerce of Hawaii (where she is president), the Chinese Chamber of Commerce of Hawaii (past president and emeritus board member), the Daniel K. Inouye Asia-Pacific Center for Security Studies Foundation, the Filipino Community Center of Hawaii, the Hawaii Pacific Export Council, and the Japan-America Society of Hawaii. Her community work reflects her dedication to supporting ethnic organizations and giving back locally.