Advanta IRA provides continuing education for all of our employees. The better educated our team is—the better we are able to serve our growing client base.
Tampa, Florida (PRWEB) June 18, 2014
Advanta IRA Services announced today that two of its employees have been awarded the prestigious certification of Certified IRA Service Professional (CISP). Ellen Palmer and Larissa Greene received their certificates, which represent a high level of standards, knowledge, ethics and expertise regarding IRAs.
“We are committed to providing our clients the best possible service in administrating their self-directed IRAs,” says Jack Callahan, managing partner of Advanta IRA Services. In these tough economic times managing successful retirement portfolios is more important than ever. Palmer and Greene are experts in this industry and are proud to be recognized as such. “Advanta IRA provides continuing education for all of our employees. The better educated our team is—the better we are able to serve our growing client base,” says Callahan.
Advanta IRA Services provides administrative service to owners of self-directed IRAs throughout the Tampa Bay and Sarasota, Florida regions. The company also offers classes, seminars and other educational tools designed to assist clients in managing their self-directed IRAs by investing in real estate, notes, private placements and other alternative investments that have the potential to maximize IRA earnings on a tax-free or tax-deferred basis.
Jack Callahan is also managing partner of Advanta IRA Administration, serving Atlanta, Georgia, and surrounding regions. Monte Smith of that office received his CISP certification in 2013, making both offices virtual powerhouses in self-directed IRA administration and education.
About Advanta IRA
Advanta IRA Services, located in Largo, Florida, has been in operation for over ten years, providing administrative service to owners of self-directed IRAs throughout the Tampa Bay and Sarasota, Florida regions. Advanta IRA Administration offers a second location serving the Atlanta, Georgia area and surrounding regions. Both offices are managed by Jack Callahan, J.D., CFP™. Advanta IRA offers classes, seminars and other educational tools designed to assist clients in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize IRA earnings on a tax-free or tax-deferred basis.
About Jack Callahan
Jack M. Callahan, J.D., CFP™, is the managing partner at Advanta IRA Services in Largo, FL and Advanta IRA Administration in Atlanta, GA. Jack established the corporate office, Advanta IRA Services, in 2003. Prior to that, Jack delivered specialized counsel to real estate investors, small business owners and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on the topic of self-directed retirement plans and an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants. He earned his bachelor of science degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law.