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Hall of Fame Biography for
Gene T. Offredi

Gene T. Offredi PhotoGene T. Offredi
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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