Strategic Retirement Plans, a wealth management firm in Billings, Montana, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ Best-in-State Next-Gen Wealth Advisors list for 2019 as one of the country’s top advisors representing the future of the wealth management industry. This is Lapito’s third consecutive year to be named to the Next-Gen list published on forbes.com.
“We are honored to be recognized by Forbes again for their Best-in-State Next-Gen list,” says Gabe Lapito. “Our whole team at SRP is dedicated to fully understanding the retirement dreams and goals of each of our clients and to passionately stewarding those dreams and goals with integrity and excellence. The Forbes’ recognition highlights that commitment to our clients. We are thrilled to accept this award.”
Gabe joined the Strategic Retirement Plans team in March 2007 after working with an international auditing and accounting firm. He purchased the company in July 2013 and continues to offer holistic financial planning to help create streams of income in retirement.
Wayne Bloom, CEO of Commonwealth Financial Network®, Strategic Retirement Plans’ Registered Investment Adviser–broker/dealer, said, “Congratulations to Gabe on this well-deserved recognition by Forbes. It is wonderful to see a client-centric, independent advisor who is devoted to providing expert financial planning represented on this list. We appreciate the value Gabe and his team bring to our industry, and we remain committed to providing infrastructure and support to SRP’s thriving practice.”
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.
About the Forbes’ Best-in-State Next-Gen Wealth Advisors List
The 2019 ranking of the Forbes’ Best-in-State Next-Gen 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, 6,389 advisors were considered, and 1,495 (23 percent of candidates) were recognized. Click here for the full methodology2 that Forbes developed in partnership with SHOOK Research.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary.
2Portfolio 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.