Verified recordFinancial Services

Gabe Lapito

Owner Financial Advisor at Strategic Retirement Plans

Based in Billings, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

Billings

Industry

Financial Services

Company size

8

Contact information

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Email

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g•••••••@srpretirement.com

Phone

5 credits

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Background

About Gabe Lapito

I began working with the Strategic Retirement Plans team in 2007 and then purchased the company in 2013. Since taking the reins, I have guided the company into steady growth. In fact, Strategic Retirement Plans has gained national recognition as an example of successful succession planning (astounding industry norms). In the years since, we have built a new building for SRP on the west end and also hired a new advisor. And for the 3rd year in a row, I have been recognized in Forbes Magazine for both Best in State and Top Millennial Financial Advisor.

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