About Us

Meet Daniel Shapiro

Meet Daniel Shapiro

Daniel Shapiro is a seasoned professional dedicated to providing businesses and professional practices with meticulously tailored retirement plans. With over 30 years of experience, Dan expertly guides his clients through the entire process, from plan design to compliance and investment oversight.

Recognizing the unmet needs of micro and small-plan employers, Dan initially established his own retirement consulting practice to address this underserved market. From clients both large and small, he has earned a stellar reputation for delivering quality expertise, clear communication, and unwavering reliability.

As a trusted 3(21) fiduciary, Dan provides retirement plan sponsors with advice for optimizing investment lineups, reducing expenses, and expertly managing fiduciary responsibilities. He also provides 3(38) Investment Manager services for those seeking additional fiduciary support. With a focus on customized plan design and ongoing investment monitoring, and the empathetic dedication to employees’ financial wellness, Dan ensures the ideal retirement plan solutions for employers and their employees.

The Right Mix of Experience and Expertise

Dan serves as a comprehensive resource for employers, financial service professionals, CPAs, and attorneys, helping them design and implement retirement plan solutions tailored to their unique needs & those of their clients.

Beyond his professional achievements, Dan values the importance of work-life balance. He believes that a successful retirement plan should not only focus on financial security but also support the lifestyle and aspirations of today's working American. Dan's approach blends the art of retirement planning with a deep understanding of the values and priorities that drive his clients.

Dan treasures his family life. Together with his wife Rita, they enjoy celebrating their children's accomplishments, spending sunsets at the marina with their Aussie Shepherd, and traveling to see their loved ones.

To learn more about Dan, connect with him on LinkedIn.

Meet The Team

Emilio Vela

Emilio Vela

Director Participant Engagement

Kyle Vandermey

Kyle Vandermey, CPFA

Director, Advisor Relations

Taylor Stone

Taylor Stone, SVP

Client Relations

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