Gabe E. Lapito, Owner/Financial Advisor of Strategic Retirement Plans, has been named to Forbes’ Best-in-State Wealth Advisors for list 2018. The list was published on Forbes.com and will appear in an upcoming Forbes issue.
See the official list by state here on Forbes >>
Lapito received his MBA from Creighton University, subsequently earning his CPA/PFS, CFP®, and AIF certifications. He joined Strategic Retirement Plans in 2007 and in July 2013 purchased the company. He was featured in a five-part series produced by the widely-read Investment News, and last year was named to the Forbes’ Top 500 Next Generation Wealth Advisors list*.
Wayne Bloom, CEO of Commonweath Financial Network®, Strategic Retirement Plan’s Registered Investment Advisor-broker/dealer, said, “Congratulations to Gabe on being recognized by Forbes. He continues to set himself apart from his peers—passionately advocating for his clients and delivering tailored, expert, independent advice. We remain committed to supporting Gabe and will continue to provide the leading client-forward technology and resources Strategic Retirement Plans’ complex business demands.” “It is an honor to be recognized by Forbes for doing work I truly enjoy,” says Gabe Lapito. “All of us at Strategic Retirement Plans work together to help our clients optimize the retirement dollars they’ve worked hard to achieve. I look forward to serving them and our community for many years to come.”
* * *
About Strategic Retirement Plans
SRP has been providing individuals and organizations with financial guidance since 1996. SRP prides itself on crafting unique strategies for each client. It has offices located at 12 Avanta Way, Suite 1 in Billings, Montana and 405 West Boxelder, Suite C9 in Gillette, Wyoming. For more information, please visit www.srpretirement.com Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
About the Forbes’ Best-in-State Wealth Advisors List
The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors 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, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
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.
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.
* The 2017 ranking of Forbes’ Top 500 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 2,356 advisors were considered, and 500 (21 percent of candidates) were recognized. Click here for the full methodology that Forbes developed in partnership with SHOOK Research.
(1) This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. 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.
