Who we are
PDR Financial is a boutique advisory firm focused on high-stakes business and investment decisions—particularly those tied to U.S. expansion, immigration processes, and cross-border growth.
Our work is designed to support real decisions—where financial analysis must be precise, defensible, and actionable.
We work with entrepreneurs, investors, and their advisors to bring clarity to complex situations through financial modeling, strategic planning, and valuation. Our work is designed to support real decisions—whether launching a business, structuring an immigration petition, or evaluating an opportunity.
Our approach is grounded in analytical rigor and practical execution. We build financial models and valuations that stand up to investor and regulatory scrutiny, while aligning with the strategic realities of each client’s business.
With experience across the United States and Latin America, and supported by a network of specialized partners, we provide an integrated perspective that connects financial analysis with real-world outcomes.
Meet the Team
Alberto Pumarejo is a seasoned financial consultant with over 27 years of managerial and advisory experience, advising businesses on high-stakes financial and strategic decisions through financial modeling, business planning, and valuation analysis. He has advised startups, small and mid-sized companies, and multinational organizations across industries including energy, healthcare logistics, media, education, and technology in both the United States and Latin America.
Alberto holds an MBA with honors and is a Certified Financial Modeling & Valuation Analyst (FMVA®), with additional specialization in Financial Planning & Analysis (FP&A). His expertise includes building customized multi-year financial models, performing valuations using DCF and comparable analyses, and developing strategies to support capital raising, expansion, and transactions.
His work supports investor decision-making, capital planning, and immigration-related business documentation requiring a high level of analytical precision and credibility.
Fully bilingual in English and Spanish, Alberto brings analytical rigor and a cross-border perspective, with a client-focused approach grounded in clarity, integrity, and measurable results.
Alberto M Pumarejo
Founder & Principal