Anna Sergunina (CFP®)

Additional Information

I’m Anna Sergunina, CFP®, President & CEO of MainStreet Financial Planning, Inc.—one of the nation’s largest fee-only, hourly, project-based firms led entirely by women. Since 2003, I’ve been passionately guiding busy families—especially those with young children—toward financial confidence and joyful retirement living.

At MainStreet, we believe everyone deserves a clear path to financial freedom, no matter their income or investment portfolio. That’s why we don’t manage assets or sell products. Our sole focus is on comprehensive financial planning. We help you organize your finances, prioritize your goals, and make smart financial decisions—on your terms.

Our signature service, the Money Roadmap, is a personalized, actionable financial plan designed to guide you through life’s biggest milestones—retirement, home buying, education planning, career shifts, and more. Whether you’re just getting started or navigating complex transitions, your Money Roadmap helps you feel confident and in control.

I hold a Business Administration degree with a Finance concentration from Towson University and became a CFP® professional in 2009. I’m a proud member of NAPFA and the Garrett Planning Network, and have served on the board of the FPA’s Silicon Valley chapter.

After joining MainStreet in 2006, I became the firm’s sole owner in 2013, completing a successful succession from our founder. Today, I continue to grow MainStreet into a nationally recognized brand through our team’s commitment to independent advice, trusted relationships, and the belief that planning changes lives.

My favorite quote:

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” —Aristotle

Ready to take control of your financial future? Let’s build your Money Roadmap together. Book your introductory call today.