Corey Daharsh, CISP—Business Development Specialist

Diversity is essential for portfolio growth.

Watch this video to learn how I help my clients achieve true diversity in their retirement portfolios.

I’m Corey Daharsh, a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP) from the American Bankers Association.

Starting in high school, I found my passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. I enjoy leaving a positive impact and have proven adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.

While my personal investing interest involves various real estate asset classes and private lending, I’ve helped hundreds of clients complete thousands of transactions since joining Advanta IRA in 2016.

To learn more, discuss your goals, or get started, please give me a call at 727.223.3046, email me, or schedule a consultation with me.

Image of a gorgeous sun setting over mountaintops.

Types of Self-Directed Accounts

There are several different types of self-directed accounts that can purchase the assets listed below.

Individual Accounts

  • Traditional IRA
  • Roth IRA
  • HSA – Health Savings Account

Employer Accounts

  • Solo 401(k)

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Alternative Investment Options

Alternative assets can potentially build wealth at a faster pace than traditional stocks, bonds, and mutual funds. With a self-directed IRA, you and your financial team choose your investments.

Real Estate

  • Residential
  • Commercial
  • Agriculture
  • Oil and gas
  • Land speculation
  • Debt leveraged or not
  • Partnership options
  • Real estate funds

Promissory Notes/Private Lending

  • Origination loans
  • Purchase discount notes
  • Fractional or whole notes

Private Equity

  • Start-ups
  • Venture capital
  • Impact investing

Other Alternative Assets

  • Cryptocurrency
  • Precious metals
  • Futures and Forex
  • Livestock
  • Sports teams
  • Movies
  • Commodities
  • And more…

What Clients Say About Corey Daharsh

“I love Advanta IRA because their reps are very knowledgeable and helpful. In particular, Corey Daharsh, my former assigned rep, was friendly, professional, and promptly met all my requests. He even sent me the proper forms I needed for specific transactions which saved me a lot of time and aggravation. I’ve missed Corey since he was transferred to another office but I know that he will be successful in his new position as a sales consultant and presenter for Advanta IRA.”

“I cannot find words to express the excellence and the highest standards that you run this company. I have had only exemplary contact and interactions with Corey directly, and Paul, indirectly. Corey is professional, engaging, polite, diplomatic, and upbeat. I could not be happier I chose Advanta IRA.

I am recommending you to my Facebook friends.”

“Corey knows his business extremely well and exceptionally articulate when explaining the advantages and intricacies of self-directed IRA’s.”

Learn with Corey Daharsh

Below are recorded webinars on some of my favorite self-directed topics. Advanta IRA also has an investing podcast, weekly articles, and other educational resources for you to learn about self-direction.