About Us – TruePath Wealth Coaching

Empowering You to Take Control of Your Financial Future

 

At TruePath Wealth Coaching, we believe that financial success isn’t just about how much you earn—it’s about how you manage, save, and grow your wealth. Our mission is to provide personalized, one-on-one financial coaching to individuals and families, helping them budget smarter, eliminate debt, build savings, and create lasting financial strategies.

 

We know that everyone’s financial journey is different, and that’s why our coaching is customized to your specific needs. Whether you’re struggling to break free from debt, looking to improve your budgeting skills, or preparing for long-term financial security, we’re here to guide you every step of the way.

 

Meet Your Coach – Rafael Jr.

 

With over 18 years of financial leadership experience, I bring a strategic and technology-driven approach to financial coaching. I have served as a Finance Director, Financial Controller, and Business Consultant, managing financial operations for nonprofits, manufacturing companies, and educational institutions.

 

As a U.S. Marine Corps veteran, I apply discipline, leadership, and precision to financial management. My expertise spans across strategic financial planning, budgeting, debt management, cash flow optimization, and financial systems implementation.

 

Credentials & Experience:

 

  • Master’s Degree in Corporate and International Finance
  • Bachelor’s Degree in Financial Management
  • Former Financial Controller & Finance Director in multiple industries
  • 18+ years of experience in financial leadership
  • Expert in QuickBooks, Sage Intacct, and financial technology solutions
  • Bilingual in English & Spanish

 

I founded TruePath Wealth Coaching to help individuals and families take control of their finances, providing the guidance and accountability needed to achieve financial confidence and long-term success.

 

Why Choose TruePath Wealth Coaching?

Personalized Coaching: Every session is tailored to your unique financial situation—no generic advice.

Debt & Savings Strategies: Structured plans to help you reduce debt and build financial security.

Budgeting & Money Management: Learn how to manage your income, expenses, and savings effectively.

No Judgment, Just Support: We provide compassionate, results-driven coaching to help you succeed.

Virtual Coaching for Convenience: Get expert financial guidance from anywhere in the U.S.

 

Our Coaching Process

We focus on real-life financial solutions that fit your needs. Our process includes:

1️⃣ Financial Assessment – Understanding your income, expenses, debt, and financial goals.
2️⃣ Customized Plan – Creating a roadmap to help you achieve financial security.
3️⃣ Ongoing Support & Accountability – Regular check-ins to track progress, adjust strategies, and keep you on course.

Our goal is to help you develop the habits, strategies, and mindset needed to achieve lasting financial freedom.

 

What Our Clients Say

 

★ ★ ★ ★ ★
"Before working with TruePath Wealth Coaching, I felt completely lost with my finances. Now, I have a clear plan, an emergency fund, and a roadmap to becoming debt-free!"
Sarah M., California

 

★ ★ ★ ★ ★
"The one-on-one coaching sessions have been life-changing. I finally understand how to budget effectively, and I’ve already saved more in three months than I did in the last two years!"
James R., Texas

 

★ ★ ★ ★ ★
"I was drowning in credit card debt, but with their help, I now have a structured debt repayment plan. The coaching sessions gave me confidence and control over my finances."
Amanda L., Florida

 

Start Your Financial Journey Today

Your financial transformation starts with a single step. Whether you’re looking to break free from debt, save for the future, or develop better financial habits, we’re here to help.

📅 Schedule a Free Consultation to get started.
📞 Have questions? Call or text: 562-643-7435
🌍 Serving clients nationwide via virtual coaching