Larissa Greene, CISP—Business Development Specialist
I educate investors like you on using your retirement funds to invest in alternative assets.
Watch this video to learn more about me.
I’m Larissa Greene, the Director of Education and a business development team member at Advanta IRA. I hold the prestigious Certified IRA Services Professional (CISP) designation from the American Bankers Association. I have been educating investors and teaching continuing education classes for CPAs, real estate agents, and attorneys since 2011.
In my time with Advanta IRA, I have seen IRA holders invest in common alternative assets like real estate, precious metals, cryptocurrency, and start-ups to more unique investments like racehorses, cattle, movie projects, sports teams, airplanes, and crypts.
In addition to educating new and seasoned investors on the nearly limitless possibilities for self-directed IRAs and the few rules for investing in alternative investments, I also use my own retirement funds to lend money to investors for their rental properties.
If you have questions or are ready to get started, please give me a call at 727.754.9963, email me, or use the link below to schedule a consultation.
Accounts that can be used
Individual Accounts
- Traditional IRA
- Roth IRA
- HSA – Health Savings Account
Employer Accounts
- Solo 401(k)
- SEP IRA
- SIMPLE IRA
Let’s Get Started
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Want to Learn More?
Schedule a Consultation
Network with Larissa Greene
Networking is one of the best ways to meet like-minded investors and to learn about new investment opportunities and strategies. Advanta IRA hosts weekly events—many led by me—and I attend events hosted by investment groups and seasoned investors.
Advanta IRA hosts free events and webinars weekly. See below for other events that I attend and come network with me!
Every Monday at 7:00 pm ET
Larry Harbolt’s Weekly Real Estate Investing Meetup (currently on hold)
Hibachi Buffet, 7610 49th St. N., Pinellas Park, FL 33781
https://www.meetup.com/tampareia/events/dbncsdyzkbcb/
Every Monday at 10:00 am PT
San Diego Real Estate Investment & Exchange
https://www.meetup.com/San-Diegos-Real-Estate-Investment-and-Exchange-Forum/
Every Tuesday 12:00 – 2:30 pm ET
Real Estate Connection (this meeting is currently virtual, email me for details)
Bradenton Yacht Club, 4307 13th St. W., Palmetto, FL 34221
Every OTHER Wednesday 11:30 – 1:00 pm ET
Clearwater Investor’s Group (this meeting is currently active)
Joe’s Crab Shack, 2730 Gulf to Bay Blvd., Clearwater, FL 33759
https://www.meetup.com/tampareia/events/mljgvpyzkbnb/
Every Thursday 9:30 – 11:30 am ET
Creative Real Estate Exchanger’s (this meeting is currently virtual, email me for details)
Denny’s: 4999 34th St. N., St. Petersburg 33714
https://www.meetup.com/tampareia/events/xlghjlyzkbgb/
1st Thursday 6:00 – 9:00 pm ET
Premier Investors Group
Ramada Inn West Shore, 1200 N. Westshore Blvd., Tampa, FL 33607
https://www.meetup.com/Premier-Investors-Group-Tampa-Bay/
3rd Thursday 6:30 – 9:30 pm ET
Beach REIA
Hooters 192 Johns Pass, Boardwalk Pl E, Madeira Beach, FL 33708
https://www.meetup.com/tampareia/events/qzwqsqyzkbxb/
Learn with Larissa Greene
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.
