Industry Leader Biography for
Gene T. Offredi

	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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