50 Years of Financial Planning
One of the biggest changes to shake the world of finance has been the rise of CERTIFIED FINANCIAL PLANNER® professional fifty years ago this year. The now-trusted CFP® certification earned by both Gabe Lapito and Ryan Gomendi of Strategic Retirement Plans—traces its...
Welcome to the team Mackenzie
We are thrilled to introduce you today to the newest addition to the SRP team! Mackenzie Palmer has just joined SRP in September as a Client Relationship Associate after spending the last twelve years in the banking world. As a banker,...
Gabe Joins Board of Volunteers of America: Northern Rockies
Part of what we stand for at SRP is Living Generously, not just with our wallets but with our time and energy. This year marks Gabe Lapito’s first anniversary since joining the board of directors for the Volunteers of America: Northern Rockies. “I...
Ryan Gomendi Earns CERTIFIED FINANCIAL PLANNER™ Certification
Ryan Gomendi, Masters of Accountancy (MACC), Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER™ with Strategic Retirement Plans, has successfully earned the Certified Financial Planner Certification CFP®. The CFP® is regarded across the industry...
Welcome our newest teammate: Hope Glunt
We are thrilled to introduce you today to the newest addition to the SRP team! Hope Glunt joined our team in November 2018 as a Client Relationship Associate after spending the last 8 1/2 years at a local law firm. Hope started as a receptionist and worked her way up...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
