Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Christina Gann Munguia

Redwood City,CA

Summary

Highly motivated, dedicated, and passionate Certified Financial Planner™ seeking a role as a financial coach for a financial coaching organizations. Extensive experience in financial advisory, a strong focus on client relationships, exceptional analytical skills, meticulous attention to detail, and active listening abilities. Passionate to provide financial guidance, empowering individuals to make informed decisions with confidence and clarity in their financial future.

Overview

21
21
years of professional experience

Work History

Financial Coach

Self-Employed
04.2021 - Current
  • Conducts comprehensive financial assessments utilizing MoneyGrit planning software to develop personalized spending plans, aligning financial goals with actionable strategies for improved money management.
  • Conducts regular biweekly meetings with clients over Zoom and Microsoft Teams, establishing custom budgets, tracking progress, and providing ongoing support for achieving financial goals.

Director of Financial Planning

Vantage Wealth Management
03.2020 - Current
  • Enhance financial planning efficiency by streamlining processes and implementing advanced software tools.
  • Build and manage financial planning analyses and projections that align with clients' goals and objectives. Develop consistent processes to deliver industry-leading financial planning for every client

Financial Advisor (Final Position)

Hewins Financial Advisors
02.2015 - 10.2019
  • Consulted with prospects to learn about their concerns and objectives and to discuss how to help them to achieve their goals.
  • Gathered new client information, review their financial documents, identify their current plan’s strengths and weaknesses, and offer alternative recommendations.
  • Discussed client’s risk tolerance, present the firm’s investment philosophy, construct and recommend an investment management proposal.
  • Responded to clients’ concerns, inquiries and requests in a timely manner.
  • Presented to clients their financial plan using our financial planning software to provide clarity, comfort and confidence in their personal goals.
  • Partnered with clients and their other advisors to provide guidance in helping them make decisions about their risk management, estate planning and tax planning needs.
  • Strived to develop rapport with clients and foster long-term relationships.
  • Member of the Financial Planning Committee where we collaborate best practices, processes procedures, and trainings to enhance the services we provide to our clients.
  • Key Achievement: Retained 100% of my clients.

Associate Director, Financial Aid

Stanford University, Graduate School Of Business
04.2003 - 05.2012
  • Counseled students on budgeting issues, financial obligations to University and lenders, repayment strategies and credit denials to ensure a positive experience for students.
  • Supervised daily tasks of a three-person office to ensure students were responded to within 24-48 hours and priorities were attended to in a timely manner.
  • Organized and managed financial literacy events to provide financial education to over 1000 students. Events included Income Tax, Retirement Planning, Investment, Home Buying and Credit Reporting Workshops.
  • Effectively communicated complex loan products and lending services to students fostering successful and thoughtful decision-making.
  • Examined and reconciled federal and institutional financial aid reports to ensure timely funding disbursements.
  • Performed comprehensive financial aid need analysis under rigid funding and timing constraints while maintaining an audit trail.

Education

Master of Science - Financial Planning

Golden Gate University
San Francisco, CA
05.2013

Master of Science - Psychology

Santa Clara University
Santa Clara, CA
06.2000

Skills

  • eMoney
  • MoneyGrit
  • Problem Solving
  • FINRA Series 65 License
  • Certified Financial Planner™
  • Budgeting Expertise
  • Cash Flow Management and Analysis
  • Debt Management
  • Financial Goal Setting

Accomplishments

    Published in Forbes.com and Advisor IQ

Timeline

Financial Coach

Self-Employed
04.2021 - Current

Director of Financial Planning

Vantage Wealth Management
03.2020 - Current

Financial Advisor (Final Position)

Hewins Financial Advisors
02.2015 - 10.2019

Associate Director, Financial Aid

Stanford University, Graduate School Of Business
04.2003 - 05.2012

Master of Science - Financial Planning

Golden Gate University

Master of Science - Psychology

Santa Clara University

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Christina Gann Munguia