Quest IRA, Inc. Central Texas Director Awarded National Certification

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IRA Specialist & Central Texas Director Beatriz Oliva was recently awarded the Certified IRA Services Professional (CISP) designation.

The Institute of Certified Bankers (ICB) and Ascensus formally recognized Beatriz Oliva as an individual with an in-depth knowledge of retirement accounts. Beatriz Oliva continues to demonstrate excellence in the field of IRA services and abides by a superior code of ethics.

The CISP exam covers vast topics including employer plans, IRA Documentation and Maintenance Requirements, Retirement Plan Portability, Retirement Planning, IRA Distribution Requirements, IRA Fees and Investments, and many other IRA specific issues.

Quest IRA, Inc. is the premier provider of third party administration services in the United States. They strive to provide the best service possible. One of the ways they have done so is guaranteeing that their clients have access to the best IRA educators available.

“In the vast competitive world of financial services, you need the knowledge, familiarity, and skills that will create security in your employment and in turn become an essential asset to your financial organization. Beatriz Oliva has not only achieved this but has gone above and beyond. We are so proud to have her on our team and be able to share her knowledge of Self-Directed IRA investing with the nation.”, said President of Quest IRA, Inc. H Quincy Long

Beatriz Oliva, is not only one of the youngest certified IRA services professionals in the nation, but has also created This is a popular blog site among young female professionals who have an interest in personal finance. She has used not only her knowledge in this unique field, but wit and charm to create a top followed site that has continued to grow exponentially in popularity since November of 2012.

In a discussion with Beatriz she stated the following regarding her successful website, “Initially this blog was established as a means for me to express myself and keep my all my thoughts, desires, and wants on one page. In such a short period this page has already evolved into something more meaningful than just that. I will chronicle all my adventures as a recent college grad, working as an IRA Specialist (in a man’s world), and living in “the real world”. I hope that ALL women (working & not) can find something to relate to on my page”

You are able contact Beatriz Oliva and other IRA Specialists at Quest IRA, Inc. by contacting them toll free at 800.320.5950 or fill out an IRA specialist appointment form at Once the form is submitted you will receive a phone call from an IRA Specialist within a 24 hour period.

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Beatriz Oliva, IRA Specialist
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