Gene T. Offredi, recently recognized by America's Registry of Outstanding Professionals
Westbury, N.Y. –Gene T. Offredi, of Guilford, Connecticut, has recently been recognized by America's Registry of Outstanding Professionals for his outstanding contributions and achievements in the field of Financial Planning and Wealth Management.
About Gene T. Offredi
Gene is licensed as an Investment Adviser Representative under the State of Connecticut, Department of Banking. The Department of Banking regulates investment advisers whose clients are Connecticut residents and provides practice guidelines for Registered Investment Advisors. Gene's specialty is investment and insurance planning for individuals, families and small businesses. He attained his B.S. in Accounting and Business Administration from the University of Connecticut. He is a Certified Financial Planner (CFP) and a Registered Financial Consultant (RFC). Gene founded the investment advice Summit Investor Coach, LLC and is its sole owner. The company maintains close business relationships with attorneys and CPAs to provide all aspects of legal, accounting and financial assistance to clients when necessary. 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 54 years.
About America's Registry of Outstanding Professionals
America's Registry is a membership organization that gives its members the type of national recognition they strive for. Professional business people may join memberships, societies and organizations to develop business contacts, thus gaining image and credibility for themselves and their organization. As a powerful third party endorsement, America's Registry offers this kind of recognition for individuals on a national basis with the added benefit of instantaneous networking with the other members. Members are encouraged to welcome, network and assist each other whether they are in the same or an entirely different industry or profession. Being in America's Registry can be viewed by the members as a letter of introduction to all the other members.