Career Highlights
- 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
Company - Adjunct business and accounting professor,
University of New Haven - CIGNA Associates Broker Dealer
- Lincoln Financial Securities Corporation Broker Dealer
- Summit Investor Coach, LLC Founder in 2002
Your Financial Toolkit
We offer Financial Planning, Business Planning, and Estate Planning. We can help you with your specific needs and help you create a coordinated financial plan.
Record of Success
Build & Protect Wealth
Ask Us a Question
Gene Offredi and Summit Investor Coach, LLC are ready to help you grow your financial acumen today. Click below to ask us a question or send us a comment.
| Sign-up for our Bi-monthly newsletter |