Christine Centeno, CFP®, MS Simplicity Wealth Management

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About Christine Centeno, CFP®, MS

I’m passionate, straightforward, down to earth, and love to learn. I believe financial planning and investments should be delivered in a simple, honest, and easy to understand manner.

My 12-year career in the financial industry has led me to a few simple conclusions:
Advisors rarely LISTEN, tend to overcomplicate, and use jargon,
Your investments don’t have to be fancy or over-complicated, and most importantly should match YOUR vision for the future,
How and what you pay for advice should be transparent.

As a fee-only planner, I help people like YOU. I specialize in comprehensive financial planning for:
Busy professionals and executives who need help understanding their stock compensation and complicated executive benefits
If you’re an equity recipient (RS, RSUs, SOP or ESPP), let’s talk.

About Me:
-I live in Glen Allen, VA with my husband, Osmin, and our dog Sorin.
-In my free time, you find me riding the Virginia Capital Trail, hiking in the Canadian Rockies, and collecting new stamps in my passport.
-Current Adjunct Professor at VCU School of Business
-I’m a Teach for America alumni. I taught bilingual first grade and 5th grade Math & Science.

Education:
-I love to learn. I’m an eternal student.
-Masters Degree in Financial Planning
-Undergraduate Degree in Political Science and Spanish from the University of Notre Dame, Go IRISH!

Business:
-CERTIFIED FINANCIAL PLANNER™
-Master Planner Advanced Studies (MPAS)
-12 years of financial industry experience including Merrill Lynch, Morgan Stanley, and independent firms

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Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly fee: $417+/mo
  • Quarterly fee: $1,250+/qtr
  • Hourly fee: $300+/hr
  • AUM : 0.40%

FINRA Records

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