Mechanical Engineer turned Financial Advisor that understands the importance of financial strategies from personal experience. Growing up in a Mexican household, discussions about financial situations were scarce. While my parents excelled in raising my brother and me, there was room for improvement when it came to managing our finances.After dedicating 13 years to engineering, I now advocate for financial literacy, tailored ideas, and accountability.Whether you're facing specific financial challenges or simply seeking to maximize your opportunities, we're here to guide you towards your vision of success. We don't just crunch numbers; we take the time to understand you and your family on a personal level. We take a holistic approach to the planning process and focus on the areas of:- Forward looking tax strategies- Insurance planning- Investment planning- Social security & retirement planning- Estate planning - Cash flow planningOur team is here to help you protect the people and things you care about, capitalize on opportunities, and grow intentionally over time. If you’re ready and want to see how we can help you, email me at joel@levantaws.com You can also reach us at 972-730-6100.----------------------------------------------------------------------------- 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 1600Dallas, TX 75244972.730.6100Neither 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.I am not licensed in all jurisdictions.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.