Financial Leader of the Year in Wealth Management

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Gene T. Offredi

Industry: Financial
Born: August 21, 1931, New Haven, Connecticut
Spouse: Theresa M. Goguen
Married: July 28, 1956
Children: Sheila Kimball, Matthew Offredi, Cynthia Pennington; Grandchildren- Alexander, Olivia, Luke
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
Expertise: Financial Planning & Counseling
University/Degree: B.S., Accounting and Business Administration, University of Connecticut, 1956; Certified Financial Planner (CFP); Registered Financial Consultant (RFC)
Title: Financial Coach/Advisor
Affiliations: MDRT; FPA
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
Hobbies & Sports: Swimming, gardening, travel