Michael Shimberg recently recognized as a Top Retirement Advisor

Michael Bruce Shimberg, CFP®, CRPC®, CKP, Senior Vice President and Wealth Management Advisor with the Valdes Group, was recently recognized on the Financial Times “Top 401 Retirement Advisers” for the second consecutive year. The Valdes Group is a wealth management team within the Private Banking and Investment Group at Merrill Lynch and provides tailored strategies and precise implementation for ultra-high-net-worth and corporate clients, helping them streamline the complexities that significant wealth can entail.

With more than two decades in financial services, Shimberg applies in-depth knowledge of financial management, cash-flow analysis, and wealth planning. His areas of focus include legacy design and development, estate coordination, and tax-minimization strategies. His professional designations attest to his commitment to excellence. Within Merrill Lynch, Shimberg is a designated Retirement Benefits Consultant. He is also a Certified Financial Planner™ (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. Shimberg also holds the Chartered Retirement Planning Counselor ℠ (CRPC®) designation awarded by the College for Financial Planning and the Certified 401(k) Professional (C(k)P®) designation awarded by The Retirement Advisor University, Inc.

Shimberg was born and raised in Tampa, and currently resides there with his wife Ramona and two children Zach and Ashley. He is a graduate of Bucknell University in Pennsylvania, where he earned his B.S. in Accounting.

The Financial Times “Top 401 Retirement Advisers” list (FT 401) is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in five primary areas, including Defined Contribution (DC) assets under management (AUM), specialization in the DC business, growth in DC plan business, years of experience advising DC plans and compliance record. Rankings are based on the opinions of Financial Times and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. For more information, visit https://www.ft.com/reports/top-401-advisers.