Gene Offredi, Owner & Certified Financial Planner of Summit Investor Coach, LLC, was just recently selected for the prestigious Lifetime Achievement Award, by the International Association of Top Professionals (IAOTP), for his outstanding leadership and commitment to the Wealth Management Industry.
While inclusion with the International Association of Top Professionals is an honor in itself, only a few members are chosen for this Lifetime Achievement distinction based on their years of experience in the field, professional accomplishments, academic achievements, leadership abilities, and contributions to their communities. These are truly incredibly talented professionals who have dedicated their life to their work and have had a lifetime of achievement and success!
Mr. Offredi was just honored at the 2017 IAOTP’s Annual Award Gala, at the Ritz Carlton in Battery Park NYC for being selected as “Top Financial Planner of the Year for 2017″ and he will be honored at their 2018 Annual Award Gala now for his selection of the Lifetime of Achievement Award . Stephanie Cirami, President of IAOTP stated “Choosing Gene for this award was an easy decision for our panel to make.His longevity in the field, his long list of accomplishments and accolades are beyond impressive, he is active in numerous organizations and affiliations, he is brilliant and he was exactly what we were looking for.We know we will be seeing more outstanding things from this man and hope to spend time with him at the gala.” All honorees are invited to attend the IAOTP’s annual award gala at the end of this year for a night to honor their achievements. www.iaotp.com/award-gala.
Gene is being recognized for havingover 5 decades of professional experience as a licensed, seasoned and trusted Financial Coach and Advisor. He has demonstrated success not only in the wealth management industry but also as a successful Professor, Author and Accountant.His impressive repertoire of prior roles have included, Appropriated Funds Auditor with the Auditor General for the US Air Force, Adjunct Business and Accounting Professor for the University of New Haven, Financial Advisor for Cigna and Advisor for Lincoln Financial Securities Corporation.He is regarded by his peers as one of the nation’s top Financial Planners & Advisors.Being the Owner & Founder of Summit Investor Coach LLC, Gene’s key responsibilities and expertise is to maintain close business relationships with attorneys and CPA’s to provide all aspects of legal, accounting and financial assistance to clients.Gene works with high net worth individuals and their financial teams to create a financial plan for a lifetime.His Total Financial Coaching System combines financial planning, success coaching and academic principles in asset management.
Throughout his illustrious career, Gene has been active in his community and recognized worldwide for his outstanding leadership and commitment to the wealth management industry. He has received many awards, accolades’ and has been featured in numerous publications and magazines.For 2018 he is being considered for the Lifetime Achievement Award by the International Association of Top Professionals.He is also being considered for a feature in T.I. P. (Top Industry Professional) Magazine.He was named Outstanding Professional of the Year and Industry Leader of the Year by Strathmore Who’s Who.For 2017, he was named Top Financial Planner of the Year by the International Association of Top Professionals. He is a member of MDRT and FPA.
Aside from his successful career in wealth management Gene is also been a sought after lecturer, speaker and author. He published “Giving Transforms You” andhas taught college courses on accounting principles and other critical business topics to thousands of students at the University of New Haven in Connecticut.He earned a Bachelor of Science degree in Accounting and Business Administration from the University of Connecticut in Storrs and is a Certified Financial Planner and Registered Financial Consultant.
Looking back, Gene attributes his success to his experience, mentors he has had along the way and staying passionate in all his endeavors.Gene says he has been blessed, he loves doing what he is doing, and feels this is just the beginning.When he is not working Gene enjoys traveling, swimming, gardening and spending time with his wife and family.
For the future, Gene will continue to help his clients and serve as a mentor to his employees and hopes to continue making a difference in people’s lives anyway that he can.
For more information on Gene please visit: www.summitinvestorcoachllc.com
Watch his video: https://www.youtube.com/watch?v=Onj2mhaQj5c