Total Financial Coaching Investment Advice
September 23, 2002, 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.
With more than 46 years in the financial services business, Gene Offredi offers his clients a wide range of services including financial planning, retirement planning, business planning, financial education seminars and more. As a Registered Investment Advisor, Summit Investor Coach and Gene serve more than 80 high net worth clients. The firm’s typical client has a net worth of $1-$2 million and an annual income exceeding $100,000.
Transforming The Way Clients Value Money
In his practice, Gene enhances the client/advisor relationship with proven strategies and coaching solutions. “At Summit Investor Coach, LLC, we engage our clients in a unique process called Total Financial Coaching.”
Total Finacial Coaching investment advice combines financial planning, success coaching and academic principles in asset management.
Summit Investor clients soon discover that this process transforms the way they understand and value money – forever.
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.
