Farmingdale, NY, April 17, 2014 --(PR.com
)-- 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.
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