Christine Centeno, CFP®, MS Simplicity Wealth Management

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About Christine Centeno, CFP®, MS

After years of working for large companies and a desire to be her authentic self, Christine founded Simplicity Wealth Management. She brings a decade of stock compensation experience and 14 years of industry experience as a financial planner. She’s incredibly passionate about what she does, frequently nerds out about planning strategies, and believes in providing easy-to-understand advice.

Christine holds her Master’s in Financial Planning as well as an undergraduate degree from the University of Notre Dame. Christine is a member of the adjunct faculty at the VCU School of Business where she teaches Financial Planning (Yes, she really is a nerd). In her spare time, she enjoys hiking with her dog Sorin, biking on the Virginia Capital Trail, and traveling with her favorite person, her husband, Osmin.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Mid-Career Professionals
  • Women Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly fee: $2000+/qtr
  • Flat Fee: $8000+/engagement
  • Hourly fee: $300+/hr
  • Assets Under Management : 1.00%

FINRA Records