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Financial Leader of the Year in Wealth Management for 2015

Gene T. Offredi PhotoGene T. Offredi
BiographyGene 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.
IndustryFinancial
TitleFinancial Coach/Advisor
ExpertiseFinancial Planning & Counseling
Current OrganizationSummit Investor Coach, LLC
Type of OrganizationWealth Management, Financial Planning & Insurance
Major ProductFinancial planning, wealth management, insurance
Area of DistributionNational
University/DegreeB.S., Accounting and Business Administration, University of Connecticut, 1956; CFP, Certified Financial Planner; RFC, Registered Financial Consultant
BornAugust 21, 1931, New Haven, Connecticut
Published WorksAuthor, "Giving Transforms You"
AffiliationsMDRT; FPA
Hobbies & SportsSwimming, gardening, travel
Career AccomplishmentsGene 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
ChildrenSheila Kimball, Matthew Offredi, Cynthia Pennington; Grandchildren- Alexander, Olivia, Luke, Emily
SpouseTheresa M. Goguen
MarriedJuly 28, 1956
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