Man of the Month Biography for
Gene T. Offredi
 | Gene T. Offredi |
| 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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