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

Home
United States
Dallas, TX
Joel Gomez, Financial Advisor with Levanta Wealth Strategies, LLC.

Directions Website

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.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4yRikij

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

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

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4ip6ENJ

If it gets you thinking about your own plans, send me a message.

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4AGV7Bq
If this sounds like you, or someone you know, send me a message and let's talk.

Address

5005 LBJ Freeway
Dallas, TX
75244

Website

https://www.linkedin.com/in/joelgomeznyl/

Alerts

Be the first to know and let us send you an email when Joel Gomez, Financial Advisor with Levanta Wealth Strategies, LLC. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.