Paloma Alvarado, Financial Advisor with Levanta Wealth Strategies, LLC.

04/02/2026

That’s a wrap on Q1 at Levanta Wealth Strategies, LLC. and what a start to the year! ✨

As a family business, we measure more than just revenue. Growth, for us, is about impact, community, and the value we bring to the people we serve.

This quarter looked like:
• Hosting our 5th Levanta Women’s Series with Susana A Romo, CPA
• Awarding a scholarship to Dallas Latinas in Progress
• Joining the board at Bella Gardens to support affordable daycare
• Being nominated for the Legacy Builder Award with NAWBO Dallas/Ft. Worth Chapter
• Hosting our 4th “Married in Business” Mastermind
• Becoming a Cultural Ambassador for the Dallas New York Life office
• Joel Gomez, Financial Advisor with Levanta Wealth Strategies, LLC. joining the Agent Advisory Council at New York Life
• Teaching financial foundations (in Spanish) to LIP parents
• Speaking to real estate investors at “Real Estate Hecho Fácil”

And in between all of that, building relationships, learning, growing in our craft, and building a life we’re proud of as a family. Always alongside our daughter Emilia 🩷

It’s not just about growing a business, it’s about how you grow it.

Excited for what Q2 already has in store. 💪🏼

03/05/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

02/26/2026

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or heirs.

02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

02/10/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

02/03/2026

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

01/27/2026

Money can be complicated—but it doesn’t have to be overwhelming. Through my affiliation with New York Life, I offer complimentary financial educational workshops for workplaces and community organizations. There’s no pressure. No obligation. Just knowledge on a variety of topics that can make a difference. If you’re part of a group or company that would benefit, I’d be happy to talk about bringing a session your way.

01/21/2026

Did you know I can bring complimentary financial education workshops to local businesses and community groups? These sessions are all about sharing knowledge—no sales pressure, just real tools to help people make informed decisions. Know an HR leader, nonprofit, or group that could benefit? I’d love to connect with them.
Send me a message if you’d like to learn more!

01/06/2026

Women Business Owners, this event is for you!

https://www.eventbrite.com/e/plan-it-right-tax-financial-foundations-for-women-business-owners-tickets-1979336860833?aff=oddtdtcreator

10/10/2025

"And I am not afraid to make a mistake, even a great mistake, a lifelong mistake, and perhaps as long as eternity too." —James Joyce. Tell me about a time when a big risk turned into big success.

10/03/2025

“Hope is the thing with feathers – that perches in the soul and sings the tune without the words – and never stops – at all.” —Emily Dickinson. What keeps you hopeful during tough times?

09/30/2025

Life insurance can give us peace of mind and benefit us in so many ways. Talk to a financial professional about how a policy can help you and your family.