Pedro Leon is a Paraplanner with a strong foundation in investment analysis and financial planning. Originally from Idaho, he earned his Bachelor of Science in Business Finance with a minor in Economics and Business Analytics from Brigham Young University–Idaho. He holds the Series 65 license and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation. Before joining the firm, Pedro worked as a Paraplanner at an independent wealth management firm in Idaho, where he supported clients with investment management and holistic planning strategies. He is passionate about helping clients navigate their financial lives with clarity and confidence.
Outside of work, Pedro enjoys reading investment and behavioral finance literature, with favorites including The Psychology of Money by Morgan Housel, Rich Dad Poor Dad by Robert Kiyosaki, and The Intelligent Investor by Benjamin Graham. He also enjoys staying active and spending time outdoors with his wife, often cycling together.