Larissa Greene is a Certified IRA Services Professional (CISP) and Business Development Executive at Advanta IRA, where she has worked with self-directed investors since 2011.
She specializes in educating investors, CPAs, attorneys, and real estate professionals on how to use retirement accounts to invest in alternative assets, including real estate, private lending, and more specialized opportunities.
In addition to her educational work, Larissa is an active investor who uses her own retirement funds for private lending. This hands-on experience gives her practical insight into how self-directed strategies work in real-world scenarios.
Her focus is on helping investors understand the rules, structure deals correctly, and use their retirement capital more effectively.