Mechanical Engineer turned Financial Advisor that understands the importance of financial preparedness 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, I'm here to guide you towards your vision of success. I don't just crunch numbers; we take the time to understand you and your family on a personal level. I take a holistic approach to the financial planning process and focus on the areas of: - Forward looking tax strategies* - Insurance planning - Investment planning - Social Security & retirement planning - Estate planning - Cash flow planning

Why Levanta?

"Levanta" is a Spanish verb that translates to "rise" or "lift" in English. It conveys a sense of upward movement, progress, and elevation. In the context of Levanta Wealth Strategies, LLC. the name suggests the company's mission to uplift and elevate their clients' financial well-being, helping them rise to new heights of success and prosperity.