Citlali Munoz
Crown Point
Summary
Analytical financial coach leveraging expertise in budget creation and cost analysis. Recognized for providing personalized financial plans and educating clients on debt management techniques to drive informed decision-making.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Coach
Primeritus Financial Services
Munster
02.2023 - Current
- Guided clients through financial planning and budgeting strategies.
- Analyzed client financial situations to identify improvement areas.
- Developed personalized financial action plans for diverse client needs.
- Educated clients on effective debt management techniques and solutions.
- Explained life, disability, and health insurance policies, enabling clients to make informed coverage decisions.
- Created client budgets reflecting income, expenses, liabilities, and assets to facilitate effective financial management.
- Recommended tailored products and services to enhance clients' overall financial well-being.
- Identified opportunities for cost savings through careful examination of spending habits.
Apprentice
Chipotle Grill
Crown Point
10.2018 - Current
- Trained new staff on food preparation techniques and safety protocols, ensuring adherence to health standards.
- Provided excellent customer service by taking orders and addressing inquiries.
- Monitored inventory levels and promptly reported shortages to management, supporting efficient stock management.
- Worked closely with mentors to understand project objectives.
- Demonstrated initiative by seeking out additional responsibilities and learning opportunities.
- Conducted structured interviews to assess candidate qualifications and fit, contributing to effective hiring decisions.
Education
GED -
New Readers Press
08-2026
Skills
- Financial planning
- Budget creation
- Client education
- Financial analysis
- Cost analysis
- Communication skills
- Problem solving
Languages
Spanish
Native/ Bilingual
Certification
- Life Insurance licensed
Timeline
Financial Coach
Primeritus Financial Services
02.2023 - Current
Apprentice
Chipotle Grill
10.2018 - Current
GED -
New Readers Press