Christine Centeno, CFP® Simplicity Wealth Management
- 2400 Old Brick Rd, Suite C35 , Glen Allen, VA 23060
- (804) 286-4910
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
-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
-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.
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- Mid-Career Professionals
- Women Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
- Monthly fee: $417+/mo
- Quarterly fee: $1,250+/qrt
- AUM : .40%
- Hourly fee: $250+/hr