Find a Certified Real Estate IRA Agent

Enlightening Self-Directed IRA investors with alternative asset investment strategy knowledge that aids informed decision-making about maximizing a retirement plan portfolio.

Educator Profiles

Joseph Asta

Global Financial & Leasing Services, LLC

Joseph Asta is the President, Business Solutions Group, with 23 years of financial services experience. He was a Vice President and a Wealth Management Advisor with Mutual of Omaha Bank. He attended the University of Minnesota, and previously held FINRA Series 7, 63 and 66 secu...

Mathew Sorensen

KKOS Lawyers

Mat Sorensen is a Partner with KKOS Lawyers. He is an attorney, business owner, and real estate investor. Mat lives and works in Phoenix, AZ and has clients all across the United States. His practice areas include real estate, self-directed IRA law, business entity formation, s...

Zach Fuller

Caliber Companies

Zach Fuller developed an entrepreneur mindset at a young age.  He has built businesses in industries including website design, information marketing, ecommerce, and real estate investment.  After two years at the University of Colorado, he was accepted into the John F. Kenned...

JP Dahdah

Vantage Retirement Plans, LLC

J.P. Dahdah is the CEO of Vantage Self-Directed Retirement Plans, which currently administers over $1B in retirement assets.  Vantage is the nation’s premiere Self-Directed retirement plan and custodial services company specializing in serving investors who seek to diversify...

Brian J. Burt

Snell & Wilmer L.L.P.

Brian J. Burt is a Partner with Snell & Wilmer L.L.P., a full-service business law firm with over 425 attorneys practicing in nine offices throughout the western United States and Mexico.  Brian is a business lawyer advising entrepreneurs and emerging growth companies in a...

George Pace

Caliber Companies

George Pace is the Director of Investor Relations for Caliber, The Wealth Management Company. He's had experience investing in the stock market for 30 years and currently raises private capital to fund real estate acquisitions. He's been advising clients for 13 years and is an ...