Bo Koerner, CISPDirector of Operations

Bringing more than 20 years of retirement planning and customer service experience to the company, Bo holds the distinct designation of Certified IRA Services Professional (CISP) as well as the Self-Directed IRA Professional (SDIP) designation from the Retirement Industry Trust Association. Prior to joining Advanta IRA, Bo provided invaluable support to clients at Transamerica Mutual Funds. In his current role, he provides leadership and training to our staff and assists clients in understanding the rules and regulations of self-directed IRAs. Bo earned his degree in accounting from the University of South Florida.

Contact: (800) 425-0653 ext. 1138

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