Billings, Montana (February 20, 2019 )—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 Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
After working with an international auditing and account firm, Gabe joined the Strategic Retirement Plans team in March 2007 and in July 2013 purchased the company. Gabe offers assistance to clients through portfolio allocation based on market conditions and retirement distribution planning.
Wayne Bloom, CEO of Commonwealth Financial Network®, Strategic Retirement Plans Registered Investment Adviser, said, “Congratulations to Gabe Lapito 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 Lapito brings to our industry and our community, and we remain committed to providing the infrastructure and support Strategic Retirement thriving practice demands.”
“Every day at Strategic Retirement Plans our team strives to be stewards of our clients’ complete retirement, and to be recognized by the likes of Forbes is a great honor we do not take lightly. We are thrilled to accept this award and use it as motivation to continue our pursuit to provide holistic financial services in a compassionate and professional way every day!”
The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1list 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, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2that Forbes developed in partnership with SHOOK Research is available here .
About Strategic Retirement Plans
SRP has been providing individuals and organizations with financial guidance since 1996. Located at 12 Avanta Way, Suite 1, Billings, MT. and 405 West Boxelder, Suite C-9, Gillette, WY. SRP prides itself on crafting unique strategies for each client. For more information, please visit www.srpretirement.com. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
1This 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.
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.