Financial Advisors
Glen Allen, VA
Simplicity Wealth Management is a fee-only financial advisory firm founded by CFP® Christine Centeno, specializing in comprehensive wealth planning for tech employees and founders. They help clients maximize equity compensation, negotiate better packages, plan career transitions, and achieve financial independence through one-on-one personalized planning. Beyond investment management, they offer retirement planning, tax optimization strategies, and guidance on navigating major life changes—positioning themselves as both advisor and coach for busy professionals seeking to escape the corporate treadmill.
Ideal for: Tech industry employees and founders, high-income earners with equity compensation, professionals planning early retirement or career transitions, those seeking tax optimization strategies
Service area: Glen Allen, VA and surrounding areas; serves remote tech professionals nationwide
Tech-Focused Expertise: Specializes exclusively in helping tech employees and founders maximize equity compensation, negotiate packages, and understand complex benefits like GSUs and mega backdoor Roths.
Fee-Only Model: Operates on a fee-only basis with no commissions, eliminating conflicts of interest and ensuring recommendations prioritize client interests.
Personalized One-on-One Approach: Offers direct relationships with founder Christine Centeno and her team, treating clients as partners rather than transactions with ongoing support through career transitions and life changes.
Address: 2400 Old Brick Rd Suite C35, Glen Allen, VA 23060
Phone: (804) 286-4910
Website: simplicitywm.com
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