Anna Sergunina (CFP®)

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

  • College/Education Planning
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice without Ongoing Management
  • Real Estate Investments

Planning Specialties

Connect with Me:




Phone: 888-897-6743 x1



MainStreet Facebook:



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


This Office

1775 Eye Street, NW, Suite 1150 Washington, DC 20006-2424 Phone: (888) 897-6743

Other Offices

1113 Odenton Rd. Ste. 2C Odenton, MD 21113 Phone: (888) 897-6743
1115 Broadway, 12th Floor New York, NY 10010 Phone: (888) 897-6743 Fax: (805) 267-3001
236 N Santa Cruz Ave Ste. 237 Los Gatos, CA 95030 Phone: (888) 897-6743 Fax: (805) 267-3001
30700 Russell Ranch Rd Ste. 250 Westlake Village, CA 91362 Phone: (888) 897-6743 Fax: (805) 267-3001