Anna Sergunina

Anna Sergunina

CFP®, ChFEBC
  • About Anna
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Financial Planner/Owner at MainStreet Financial Planning, Inc.
Address
340 Lorton Ave, Ste. 215
Burlingame CA, 94010
1230 Coast Vil. Cir., Suite K
Santa Barbara CA, 93108
1425 K Street NW, Ste. 350
Washington DC, 20005
2327 Sandy Walk Way
Odenton MD, 21113
116 W. 23rd St., 5th Floor
New York NY, 10011
Phone
(415) 562-4678
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About Anna

I help people make smart financial decisions!

My firm, MainStreet Financial Planning (MSFP) is a fee-only, project or hourly practice. We do not sell products or manage money. We solely provide financial advice.

I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning.

Some of my biggest satisfactions in my career come from helping clients to understand what stops them from achieving their financial dreams and showing them ...

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.