Financial Leader of the Year in Wealth Management for 2023
 | Gene T. Offredi |
| Biography | Gene is licensed as an Investment Adviser Representative under the State of Connecticut, Department of Banking. The Department of Banking regulates investment advisers whose clients are Connecticut residents and provides practice guidelines for Registered Investment Advisors. Gene’s specialty is investment and insurance planning for individuals, families and small businesses. Summit Investor Coach, LLC maintains close business relationships with attorneys and CPAs to provide all aspects of legal, accounting and financial assistance to clients when necessary. While his career has been wide and varied, Gene has spent his entire life as a resident of Guilford, Connecticut where he now lives with his bride of 54 years. |
| Industry | Financial |
| Title | Financial Coach/Advisor |
| Expertise | Financial Planning & Counseling |
| Current Organization | Summit Investor Coach, LLC |
| Type of Organization | Wealth Management, Financial Planning & Insurance |
| Major Product | Financial planning, wealth management, insurance |
| Area of Distribution | National |
| University/Degree | B.S., Accounting and Business Administration, University of Connecticut, 1956; CFP, Certified Financial Planner; RFC, Registered Financial Consultant |
| Born | August 21, 1931, New Haven, Connecticut |
| Published Works | Author, "Giving Transforms You" |
| Affiliations | MDRT; FPA |
| Hobbies & Sports | Swimming, gardening, travel |
| Career Accomplishments | Gene Offredi founded the investment advice firm, Summit Investor Coach, LLC and is its sole owner; His financial and investment coaching empowers individuals and businesses to maintain and build wealth |
| Children | Sheila Kimball, Matthew Offredi, Cynthia Pennington; Grandchildren- Alexander, Olivia, Luke, Emily |
| Spouse | Theresa M. Goguen |
| Married | July 28, 1956 |
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