Summit Investor Coach, LLC
Summit Investor Coach, LLC (CRD# 146810) is a financial advisory firm headquartered in Guilford, CT. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gene Offredi (CRD# 351305) is an Investment Advisor Representative working at Summit Investor Coach, LLC in Guilford, CT and has over 32 years of experience in the finance industry. Gene Offredi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.