Anna Sergunina (CFP®)

Anna Sergunina focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X

Planning Specialties

Connect with Me:

 

Website: http://www.mainstreetplanning.com

Email: anna@mainstreetplanning.com

Phone: 888-897-6743 x1

Instagram: https://www.instagram.com/anna8sergunina/

Facebook: https://www.facebook.com/anna.sergunina.9

MainStreet Facebook: https://www.facebook.com/MainstreetPlanningInc/

Linkedin: https://www.linkedin.com/in/anna-sergunina-cfp%C2%AE-5654a07/

 

Additional Information

My name is Anna Sergunina, and I’m a Certified Financial Planner, and the President & CEO at MainStreet Financial Planning Inc., the nation’s largest fee-only, hourly project-based financial planning business. 

 

My team and I are on a mission to help both private and institutional clients make “Smart Financial Decisions”  through one-on-one work and financial planning as an employee benefit. We’re passionate about helping our clients develop their own, unique Money Road Map to help guide them to their biggest, most exciting lifestyle goals. We view our work with clients as a true partnership - we’re here to support you in creating a financial life you love!

 

I’ve been involved in the financial services industry since 2003, and hold a degree in Business Administration with a concentration in Finance from Towson University and earned the CFP mark from the CFP Board of Standards in 2009. I also hold a specialty designation as Chartered Federal Employee Benefits Consultant (ChFBC) to better assist my federal employee clients with planning and understanding their federal benefits.

NAPFA Start Date

November 02, 2011

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This Office

236 N Santa Cruz Ave, Ste. 106-B Los Gatos, CA 95030 Phone: (888) 897-6743 Fax: (805) 267-3001

Other Offices

1113 Odenton Rd. Ste. 2C Odenton, MD 21113 Phone: (888) 897-6743
116 W 23rd St Fl 5 New York, NY 10011-2599 Phone: (888) 897-6743 Fax: (805) 267-3001
1775 Eye Street, NW, Suite 1150 Washington, DC 20006-2424 Phone: (888) 897-6743
7 W Figueroa St, Ste. 200 Santa Barbara, CA 93101 Phone: (888) 897-6743 Fax: (805) 267-3001