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.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

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

08/21/2026

One of the most common questions parents ask us:

"Should I save for retirement or my kids' college education?"

The answer isn't always one or the other. With the right strategy, many families can work toward both goals.

đź“… If you're trying to balance competing priorities, let's talk. Schedule a call through the link in my profile.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4gycrQ7
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

08/12/2026

Money conversations can be challenging, but they don't have to be.

As a husband-and-wife team, we've seen how powerful it can be when both partners feel informed, involved, and aligned.

đź“… If you've been putting these conversations off, we'd love to help. Link in profile.

08/07/2026

As retirement gets closer, the conversation shifts from growing your money to making it last.

Tax strategy, risk management, and legacy planning all play a role in helping your dollars go further.

đź“… If retirement is on the horizon, let's talk. Schedule a call through the link in my profile.

08/05/2026

Your emergency fund and your wealth-building strategy don't always belong in the same place.

A savings account serves an important purpose, but long-term growth may require a different approach.

đź“… Want to review whether your money is working efficiently? Let's connect. Link in profile.

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5005 LBJ Freeway
Dallas, TX
75244

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