The inaugural list, published on Forbes.com, recognizes wealth advisors born in or after 1980. Lapito is the only advisor in Montana and Wyoming to be named to the list, and was chosen from over 19,600 nominations. Forbes completed over 4,200 phone interviews and 890 in-person interviews before selecting the recipients of this prestigious award.
Gabe Lapito Only Advisor In Montana and Wyoming Named One of Forbes’ Top 500 Next Generation Wealth Advisors.
In 2015 Investment News featured Gabe Lapito and Strategic Retirement Plans in a five part video series underscoring their success in succession planning.