Strategic Retirement Plans, a holistic financial planning firm, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. This marks Lapito’s fourth consecutive year to be recognized. The list was published on Forbes.com, and a condensed listing will be available in the February issue of the magazine.
Wayne Bloom, CEO of Commonwealth Financial Network®, Strategic Retirement Plans’ Registered Investment Adviser–broker/dealer, said, “Congratulations to Gabe Lapito on this well-earned recognition by Forbes. Gabe is committed to providing expert guidance and essential support to his clients, and we are proud to provide Strategic Retirement Plans with the business solutions they need to power their practice.”
“Forbes’ Best-in-State list is such a high privilege, and we’re honored to have been named one of the Best in Montana,” says Gabe Lapito. “Our team at SRP stewards our clients’ dreams and goals for retirement with the highest level of commitment, and this recognition from Forbes highlights that dedication. We are thrilled to be honored with this award.”
Gabe joined the Strategic Retirement Plans team in March 2007 after working with an international auditing and account firm. He purchased the company in July 2013 and continues to offer holistic financial planning to help create streams of income in retirement.
The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
About Strategic Retirement Plans
SRP has been guiding clients through retirement since 1996. SRP prides itself on personal service and crafting unique strategies for each client. It has offices located at 12 Avanta Way, Suite 1 in Billings, Montana and 405 West Boxelder, Suite C-9 in Gillette, Wyoming. For more information, please visit www.srpretirement.com. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
1 This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.