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

Paloma Alvarado, Financial Advisor with Levanta Wealth Strategies, LLC. I am Texas native with deep ties to Durango, Mexico where I was raised until the age of 18. I am not licensed in all jurisdictions.

I bring over 10 years of experience in the Insurance and Financial Services industry. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. 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. 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.

5005 Lyndon B Johnson Fwy
Ste 1600
Dallas, TX 75244
972-730-6200

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.

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

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.

📅 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.

📅 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.

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

07/29/2026

Does your Financial Advisor do this for you? Just saying… 💁🏻‍♀️

07/29/2026

Tax planning isn't just a once-a-year event.

The most effective strategies happen before year-end, when you still have options and time to plan proactively.

Having the right team around you can make a significant difference.

📅 If you'd like a second look at your strategy, schedule a call through the link in my profile.

07/24/2026

Every dollar should have a purpose.

Whether it's protecting your family, building wealth, creating opportunities, or funding future goals, your money should be working intentionally.

What job does your money have today?

📅 Let's talk about creating a strategy that aligns with your goals. Link in profile.

07/22/2026

One of the simplest ways to improve your finances is to remove the need for constant decision-making.

Automation helps create consistency, and consistency is what drives long-term results.

📅 If you're looking to simplify your financial strategy, let's talk. Link in profile.

07/17/2026

Real estate can be an incredible wealth-building tool.

But what happens when most of your wealth is concentrated in one asset class?

Diversification can help create flexibility, liquidity, and additional layers of protection.

📅 Curious about your options? Schedule a call through the link in my profile.

Diversification does not assure a profit or protect against market loss.

07/15/2026

Women often face unique retirement challenges, including longer life expectancy and career interruptions.

Understanding these realities can help create a stronger plan for the future.

📅 If you'd like to discuss your retirement strategy, let's connect. Link to schedule a call is in my profile.

Address

12201 Merit Drive
Dallas, TX
75251

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 11pm
Sunday 12am - 11pm

Telephone

+19727742046

Website

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