▼ Accounting and business administration degrees from Quinnipiac University and the University of Connecticut
▼ Auditor General, United States Air Force
(Auditor Appropriated Funds)
▼ Utility accounting and sales engineering, United Illuminating
▼ Adjunct business and accounting professor,
University of New Haven
▼ CIGNA Associates Broker Dealer Representative
▼ Lincoln Financial Securities Corporation Broker Dealer Representative
▼ Summit Investor Coach, LLC Founder in 2002
What Distinguishes Gene
The world’s full of hundreds of qualified financial planners and investment advisors. Here’s what distinguishes Summit Investor Coach’s Gene Offredi from them all:
▼ Gene provides as a wealth coaching or financial coaching – wealth management education and training is a major portion of the value Gene’s clients receive
▼ The high net worth individual works together with Gene, an attorney, a CPA and other advisors to form a well-rounded accomplished wealth management team
▼ Gene’s financial coaching enables his individual and business clients to plan for a lifetime, not just for the next 3, 5 or 10 years
▼ Gene Offredi’s primary goal is to make every Summit Investor client financially independent and help them attain their most desired financial goals.
▼ 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 56 years.