3-2 Career Highlights

Career Highlights

Summit Investor Coach Gene Offredi

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.