Christine Centeno, CFP® Simplicity Wealth Management

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About Christine Centeno, CFP®

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

My 11 year career in the financial industry, has led me to few simple conclusions:
-Advisors rarely LISTEN, tend to over complicate, 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:
-Pre-retirees and widows, helping to visualize and plan for a successful next phase
-Executives and mid-career professionals who need help understanding their stock options and complicated executive benefits

Looking for simplicity? ….Book a Free Call

Business:
-Fee only, Fiduciary
-CERTIFIED FINANCIAL PLANNER™ and Master Planner Advanced Studies (MPASⓇ)
-11 years of financial industry experience including Merrill Lynch, Morgan Stanley and independent firms

Education:
-The eternal student
-Masters Degree in Financial Planning
-Undergraduate Degree from University of Notre Dame, Go IRISH!

Personal & Fun Facts:
-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.
-I’m a Teach for America alumni. I taught bilingual first grade and 5th grade Math & Science.

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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+/qrt
  • AUM : .40%
  • Hourly fee: $250+/hr

FINRA Records

States Registered

  • Virginia

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