Christine A. Centeno,  CFP<sup>&reg;</sup> - Financial Advisor

Christine A. Centeno, CFP®

Financial Advisor

Simplicity Wealth Management

2400 Old Brick Rd, Suite C35
Glen Allen, 23060
FINANCIAL ADVISOR'S WEBSITE
(804) 286-4910 CONNECT WITH Christine
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General

Christine Centeno is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Simplicity Wealth Management in Glen Allen, and the surrounding communities.

Financial Advisor Overview

Your life is busy. Together we’ll develop a plan so you can optimize your time and do what YOU do best. As the founder of Simplicity Wealth Management, I believe in advice delivered in a simple, honest, and easy to understand manner without hidden fees and unnecessary jargon. My clients are busy professionals and pre-retirees. I specialize in working with clients with stock compensation.

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Financial Advisor Experience

I am a fee-only, fiduciary planner located in Glen Allen. I am a CERTIFIED FINANCIAL PLANNER™ and Master Planner -Advanced Studies (MPAS). I have over 12 years of financial industry experience including Merrill Lynch, Morgan Stanley, and independent firms.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources