Daniel Shapiro is a Managing Director with World Investment Advisors and a trusted retirement plan consultant with more than three decades of experience helping businesses design retirement solutions that support both employer goals and employee outcomes. He is known for creating smart, customized plans that simplify complexity, strengthen fiduciary oversight, and help employers offer meaningful benefits to their teams.

Over the course of his career, Dan has built his practice around serving retirement plan employers, earning a reputation for deep expertise, clarity, and reliability. As a 3(21) fiduciary and 3(38) Investment Manager, he works closely with employers, CPAs, financial professionals, and attorneys to develop retirement plan strategies that optimize investments, improve plan governance, and support long-term financial wellness.

Dan holds the ACCREDITED INVESTMENT FIDUCIARY® (AIF®) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®) designations. He is also a member of the National Association of Plan Advisors and a former Board Member of the South Florida ASPPA Benefits Council.

Outside of work, Dan enjoys hiking new trails, deep-sea fishing, training his Aussie Shepherd, and catching sunsets at the marina with his wife, Rita. He also values time spent traveling to visit family and friends. His personal motto is: Always bring light.