Christine Centeno (CFP®, MSFP)

Christine Centeno focuses in the
following client markets or areas of practice:

Charitable Giving

Corporate Executives

Fixed Fee (Subscription, Retainer, etc.)

Generation X

High Net Worth Client Needs

Millennials

Planning Specialties

Meet Christine

Founder and CCO of Simplicity Wealth Management

“With wisdom comes the desire for simplicity.” -Brendon Burchard

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 over-complicate, and use jargon,
Your investments don’t have to be fancy or overcomplicated, 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 executive benefits

Book a Free Call

Additional Information

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