Christine Amill Centeno, CFP®, MS

Founder at Simplicity Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • Master Planner Advanced Studies
    College for Financial Planning
    Oct, 2018
    - Oct, 2024
  • CERTIFIED FINANCIAL PLANNER ™
    CFP Board
    Dec, 2015
    - Oct, 2024

Experience

  • Simplicity Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder
      • Jan 2019 - Present

      Fee-only, Fiduciary Fee-only financial planning firm located in Glen Allen, VA and serving clients throughout the United States. I serve busy professionals and executives who need help understanding their stock compensation, employee and executive benefits. Simplicity Wealth Management is a fee-only financial planning firm offering Ongoing Financial Planning and Investment Management. Simplicity Wealth Management was founded based on the belief that advice should be delivered in a simple, honest, and easy-to-understand manner without hidden fees and unnecessary jargon.

  • Virginia Commonwealth University - School of Business
    • United States
    • Higher Education
    • Adjunct Professor
      • Aug 2019 - Dec 2021
  • Atlas Financial
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Sep 2018 - Jan 2019
  • Salomon & Ludwin
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jul 2016 - Sep 2018
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Apr 2013 - Jun 2016
  • Bank of America Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Registered Associate/ Banker
      • 2009 - 2013
  • Ameriprise Financial Services, Inc.
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Financial Advisor
      • 2007 - 2009

Education

  • University of Notre Dame
    Bachelor of Arts, Double Major: Political Science & Spanish
    2001 - 2005
  • College for Financial Planning
    Masters, Financial Planning
    2016 - 2018

Community

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