Billings, MT (April 3, 2024) – Strategic Retirement Plans in Billings, Montana, announced that Gabe Lapito has been named to Forbes Best-in-State Wealth Advisors for 2024. This is the 8th consecutive year to receive this honor. The list was published on Forbes.com on 4/3/2024.
“So proud of our team. It’s an honor to do this work and serve our clients in a meaningful way. The very best part is seeing our clients enjoy a return on life!” said Gabe Lapito.
Gabe joined the Strategic Retirement Plans (SRP) team in March 2007 and purchased the company in 2013. Since then, the SRP team has grown to include Ryan Gomendi, who serves as a lead/partner financial advisor alongside Gabe, and financial advisor Kaelen Shay. The SRP team brings expertise in tax, accounting, investing, and financial planning to offer a holistic retirement planning approach. The team feels it is a tremendous honor to be a trusted advisor while guiding each individual through their retirement journey.
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of both qualitative and quantitative criteria. Of the 23,876 nominated, 8,507 advisors (35%) were recognized. Advisors are evaluated using multiple methods, including interviews and reviews of compliance records, industry experience, client retention data, and revenue trends.
About Strategic Retirement Plans
Strategic Retirement Plans has been providing individuals and organizations with financial guidance since 1996. Located at 12 Avanta Way, Ste 1 Billings, MT and 405 W. Box Elder Rd, Ste C-9 Gillette WY, Strategic Retirement Plan’s advisors pride themselves on crafting unique strategies for each client. For more information, please visit srpretirement.com. Advisory Services offered through Commonwealth Financial Network, a registered Investment Adviser.
Disclosure
2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.
