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Hidden Gems: Meet Pedro De Leon, Jr. of RTB Financial Group

Today we’d like to introduce you to Pedro De Leon, Jr .

Hi Pedro, can you start by introducing yourself? We’d love to learn more about how you got to where you are today?
I dove into entrepreneurship a year after I got out of the Army. I was in college when I decided to start my first business. I did a lot of research to learn about how to control my income and it all pointed towards entrepreneurship. I wanted to give my family a great lifestyle.

I did a lot of trial and error to learn how to develop my business. I went to a lot of networking meetings to seek mentorship and guidance. Through my entrepreneur journey, I was introduced to the financial firm where became a financial advisor. I currently help small and medium businesses with their financial planning.

Would you say it’s been a smooth road, and if not what are some of the biggest challenges you’ve faced along the way?
This journey has been challenging. The first challenge I had to overcome was learning to adjust to civilian life after serving 12 years in the Army. The second major obstacle was trying to figure out how to financially sustain my family during my startup phase. It was also a challenge for me to accept help and learn that I couldn’t do everything myself. Some of the hats I was trying to wear were marketing, sales, daily operations, and everything in between. I also had to build my self-esteem after many people tried to bring me down.

Appreciate you sharing that. What should we know about RTB Financial Group?
Raise The Bar (RTB) Financial Group is a multifaceted advisory firm committed to a multidisciplinary practice with the advantage to holistically plan for individuals, families, entrepreneurs, and businesses at any stage, both personally and professionally.

Financial planning is a crucial part of a healthy lifestyle. When finances are not planned for and ignored, it can cause detrimental problems in a person’s life (personally, professionally) I help people understand their financial situation as it is, help them come up with a plan that is custom to their lifestyle, and help them change their money story.

I specialize in working with the veteran and Hispanic business communities. I am known for my creativity because through my years of experience, I am able to help my clients make major shifts in their financial lifestyles. My level of professionalism and my willingness to help my clients succeed are the benefits of working with me.

Once a client signs with me, through my guidance, we work on developing a personalized financial system by first organizing and simplifying their finances. Through this process, I help them achieve short-term goals to work towards their bigger picture.

I am most proud of my YouTube channel because I love bringing on other experts and guiding my listeners to new experiences. My channel shares the journey to entrepreneurship and cultivates innovative dialogue about finances.

Is there anyone you’d like to thank or give credit to?
My wife Danya De Leon, who is also a veteran has been helping me through the tough times of entrepreneurship.

Adam Bar who is the founder of RTB financial group has been a mentor through my entrepreneurship journey

Contact Info:

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