Rich Bertheay

Financial Consultant & Wealth Consultant

Location: Mexico

 

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About Coach

I am a well-rounded blend of a Systems Engineer, a Commercial Pilot, and a Financial Coach, with a journey that spans from being a technical-level employee to leading my own businesses—and even facing the hard lessons of seeing my last two companies fail. These experiences have given me firsthand knowledge of financial highs and lows, shaping the way I guide others toward financial success.

I am passionate about sales and driven by results, always seeking to empower individuals to break through their financial barriers. As a speaker and consultant, I specialize in helping people improve their relationship with money, transforming financial stress into tangible success across different areas of life.

Through Financial Emotional Intelligence, I teach individuals how to develop a powerful money mindset, make strategic financial decisions, and create sustainable wealth. Whether you are seeking financial stability, aiming for a career upgrade, or looking to take control of your financial future, my mission is to provide the tools and mindset shifts necessary to achieve real, lasting results.

🚀 Your financial breakthrough starts with the right mindset and strategy. Are you ready?

Career Experience

With a diverse and results-driven career, I have built a strong foundation in business intelligence, financial coaching, and strategic consulting, helping individuals and organizations optimize their financial growth. My professional journey includes:

  • Technical Support & Business Intelligence Manager at Muñoz y Asociados – Led teams and implemented data-driven strategies to enhance operational efficiency.

 

  •  Director of Audits for Five Federal Prisons in Mexico – Oversaw high-level auditing processes, ensuring compliance and operational excellence in a critical security sector.

 

  • National Consultant & Trainer for SINCO (Chile) – Provided specialized training and consulting across Mexico, elevating business processes and performance.

 

  • Certified Financial & Transformational Coach (AICTRAP) – Empowering individuals and businesses to unlock their full financial potential through mindset shifts and actionable strategies.

 

  • Certified Financial Advisor (SHCP & CNSF) – Guiding professionals in making smart financial decisions, ensuring stability and long-term wealth.

 

  • Author of Dinero con Sentido – Writer of the first book on Financial Emotional Intelligence in Mexico, helping readers reshape their financial mindset and behaviors.

 

  •  Director at Patrimonio con Sentido – Leading a firm dedicated to financial empowerment for employees, entrepreneurs, business owners, and executives, helping them achieve sustainable financial growth.

    With a Diploma in Management Mentor from Harvard School, I combine corporate expertise with high-performance coaching to deliver transformational financial results. Whether working with businesses or individuals, my mission is to help people take control of their finances, build wealth with purpose, and achieve lasting success.

    🚀 Financial success is not just about numbers—it’s about strategy, mindset, and action. Let’s make it happen!

I can help you with

Financial Stability During Unemployment

  • Learn how to manage limited resources, reduce financial stress, and create a sustainable plan while searching for new opportunities.

Mindset & Strategy for Career Growth

  • Develop a success-oriented mindset, eliminate limiting beliefs about money and professional worth, and position yourself for better opportunities.

Generating Income Beyond Traditional Jobs

  • Discover new ways to generate income through freelancing, consulting, and alternative financial strategies to regain control of your financial future.

Salary Negotiation & Income Growth Strategies

  • Master the art of negotiating better salaries, securing promotions, and increasing your earning potential through strategic career moves.

Optimizing Financial Health & Wealth Building

  • Learn how to manage your income effectively, eliminate debts, and build a strong financial foundation for long-term security.

Developing a High-Performance Financial Mindset

  • Transform your relationship with money, break through self-sabotaging financial habits, and align your finances with your career goals for exponential growth.

🚀 Whether you’re looking for a job or aiming for a higher position, I will help you take control of your financial future and achieve real, measurable results.

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