Coconut Grove, FL

Daniel Shapiro is committed to helping provide the right retirement plan, the right way, to businesses and professionals. With over 30 years of experience in the industry, Dan guides his clients through the entire retirement plan process, from plan design to compliance to investment oversight.

After spending over a dozen years representing a large, multi-national insurance company’s retirement plan services division, Dan realized that micro and small-plan employers and their employees were underserved in this space. From that point on, Dan’s goal was to provide these crucial services to the micro and small-plan marketplace, establishing his own retirement consulting practice to do just that.

Having worked with over 1,000 qualified retirement plan clients and their employees, Dan is known for delivering quality expertise, clear communication, and reliability. He uses his knowledge and experience to implement best fiduciary practices to ensure employees have appropriate investments to choose from and employers have a well-documented fiduciary process in place to mitigate risk. Dan prioritizes his clients’ needs, taking the time to understand their unique goals and situations and applying his holistic approach to customize and develop tailored strategies to improve outcomes and take some of the plan sponsor burden off their shoulders.

Dan and his beautiful, ever-so-patient wife, Rita, both native Miamians, consider their proudest achievement to be raising their two children, Ashley and Joshua, to become fine, productive, and principled adults. Now empty nesters, they enjoy sharing in their children’s accomplishments, spending time with them and their wonderful grandchildren, as well as their extended families, traveling to see them as often as possible and cherishing their frequent FaceTime calls.

Once an accomplished martial artist, Dan applies the same discipline and focus when it comes to serving his clients. When he’s not working, you can find Dan at the park and marina near his house training his Australian Shepherd (and often helping others train their dogs too). Dan and Rita love to entertain, especially when it includes making great food on their smoker and barbeque. To learn more about Dan, connect with him on LinkedIn.

Jennifer serves as World Investment Advisors' Chief Compliance Officer and Chief Operations Officer. She manages the firm's compliance program, operations, and partners with advisors to deliver infrastructure and support services. Prior to joining the team in 2015, Jennifer served as the Senior Vice President of Client Service Delivery for Aspire, an independent open-architecture recordkeeper, overseeing Aspire's Client Service and Operations divisions. She also previously served as President and Chief Compliance Officer of Independent Financial Partners, LPL Financial's largest hybrid RIA firm during her tenure there, while growing the firm's network of advisors and focusing on the build-out of its retirement plan consulting programs.

Jennifer holds a bachelor's degree in Management Information Systems from the University of South Florida and graduated magna cum laude from Stetson University College of Law. Jennifer holds her Series 7, 24, 63, and 66 registrations and is a member of the Florida Bar and various civic and professional organizations.

Taylor joined the Pensionmark, now WIA, team in 2011 and currently serves as the Senior Vice President of Client Relations. In this role, she oversees the implementation of all retirement plan management systems uniquely designed for WIA’s independent advisor network. The breadth of responsibility includes the onboarding of new advisor affiliates, sustaining high-quality corporate and branch relationships; overseeing internal sales desk operations; organizing national conferences, and supporting the expansion and retention of WIA’s services within its national market.

Taylor has a master’s in Business Administration, Finance from the University of Pepperdine’s Graziadio School of Business and Management, and a Bachelor of Arts degree in Business Economics, Accounting with a minor in Technology Management. Taylor is an active member of the Junior League of San Diego, an organization of philanthropic women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers.

Emilio joined Pensionmark, now WIA, in 2014 and serves as the Director of Participant Engagement. His team provides financial wellness education, and advice/planning services to 401(k) participants with a mission of creating inclusivity where people can make better money choices, change the systemic issues that serve as barriers, and have better financial health.

Emilio graduated from the University of California, Santa Barbara, with a double major in Communications and Spanish and is an MBA candidate at the University of Southern California. He holds is Series 6 and 63 registrations.

Kera joined the Pensionmark, now WIA, team in 2019 in a client support role. In 2021, she transitioned into the Participant Engagement department to develop and implement the SMARTMap Financial Wellness Program. Currently, she serves as the Product Marketing Manager for SMARTMap, overseeing brand strategy, content creation, and user research.

Kera graduated from the University of California, Santa Barbara with a B.A. in Economics and is working toward her Series 65 registration.

Rita has the great privilege of being a mom to 2 amazing girls, she is a hardcore fan of the Tampa Bay Lightning “Go Bolts”! Rita enjoys helping participants learn about their retirement plans and the benefits they have to offer.

Daniel utilizes his experience gained from working in the Financial Services Industry to help customers better prepare for retirement, and knows that helping customers achieve their financial goals is a win-win situation for all.