Billings, Montana (April 4, 2023 )—Strategic Retirement Plans has announced that Gabe Lapito has been named to Forbes Best-in-State Wealth Advisors for 2023. This is the 7th consecutive year to receive this honor. The list was published on Forbes.com on 4/4/2023.
“I am incredibly proud of our team. It’s an honor to work alongside people who are genuinely driven to serve people well. I get to watch our team go above and beyond on a daily basis and see them execute a level of service that blows me away. As a team, we count it a full privilege that our clients allow us to guide them to and through retirement. We get to see families grow: babies born and individuals joining together in marriage, as well as many other incredible bucket list items. We also stand beside them through storms, painful loss and hard seasons. We absolutely love the honor and opportunity daily.” said Gabe Lapito, owner and recipient of the award.
Gabe joined the Strategic Retirement Plans (SRP) team in March 2007 and purchased the company in 2013. Since then, the SRP team has grown to include Ryan Gomendi, who serves as a lead/partner financial advisor alongside Gabe, and financial advisor Kaelen Shay. The SRP team is motivated to provide every client with the best investment opportunities unique to their situation. The team feels honored to have their clients’ trust while guiding each individual through their journey to retirement.
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of both qualitative and quantitative criteria. Advisors are evaluated using multiple methods, including interviews and reviews of compliance records, industry experience, client retention data, and revenue trends.
Of the 22,243 nominate, 7,321 advisors (33%) were recognized . According to Forbes, “The steady hand of a seasoned wealth advisor is needed now more than ever, as financial professionals everywhere double down to preserve and reallocate client assets.” Therefore, the quality of service provided by these recommended advisors is paramount. “When we meet with an advisor in person or on the telephone, we are thinking to ourselves: Is this someone that can offer impact? And would we recommend this advisor to a friend or family member?”
About Strategic Retirement Plans
Strategic Retirement Plans has been providing individuals and organizations with financial guidance since 1996. Located at 12 Avanta Way, Ste 1 Billings, MT and 405 W. Box Elder Rd, Ste C-9 Gillette WY, Strategic Retirement Plan’s advisors pride themselves on crafting unique strategies for each client. For more information, please visit srpretirement.com. Advisory Services offered through Commonwealth Financial Network, a registered Investment Adviser.
Disclosure
2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
