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
- 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
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
NAPFA Start Date
October 10, 2018
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