Joel Gomez, FSCP®
Founder / Financial Advisor*
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.
*Financial planning services are provided through Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company. For tax advice please consult your tax professional.
Paloma Alvarado
Co-Founder / Financial Advisor*
I am a Texas native with deep roots in Durango, Mexico, where I was raised until the age of 18. As UTD Alumna with over 10 years of experience in the Insurance and Financial Services industry, I bring a unique perspective to financial planning.
My mother, a lifelong business owner, has been a profound source of inspiration for me. Watching her manage finances with an abundance mindset while caring for her family and pursuing her dreams ignited my passion to help others achieve the same. Growing up in an entrepreneurial household, I understand the unique challenges business owners face—whether it’s employee retention, tax strategies, business continuation, or personal retirement planning. I want my clients to know that no matter their circumstances, there is always a path to financial security and the opportunity to dream big. My goal is to help you succeed by analyzing your current situation, understanding where you want to go, and bridging the gap through our holistic planning process.
*Financial planning services are provided through Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company. For tax advice please consult your tax professional.