Gene Offredi

Gene Offredi, Managing Director

Gene Offredi is the Owner and Certified Financial Planner of Summit Investor Coach, LLC. With over 5 decades of professional experience as a licensed, seasoned and trusted financial coach and advisor, Gene has proven himself as an expert in the field. He has demonstrated success not only in the wealth management industry but also as a successful professor, author and accountant. His impressive repertoire of roles has included Appropriated Funds Auditor with the Auditor General for 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. 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. Aside from his successful career in wealth management, Gene has also been a sought-after lecturer and speaker. He earned a Bachelor of Science degree in Accounting and Business Administration from the University of Connecticut 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 what he is doing. When he is not working, he enjoys traveling, swimming, gardening and spending time with his wife and family.  

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