Joel Gomez, Financial Advisor with Levanta Wealth Strategies, LLC.

Joel Gomez, Financial Advisor with Levanta Wealth Strategies, LLC. Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am not licensed in all jurisdictions.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. I am a Financial Adviser offering

investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company.

5005 LBJ Freeway, Suite 1600
Dallas, TX 75244
972.730.6100

Neither Levanta Wealth Strategies LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA Insurance License #4222071. Levanta Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4xoY4Fb

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4x2vQA3

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

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5005 LBJ Freeway
Dallas, TX
75244

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