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avatar for Anna Sergunina

Anna Sergunina

MainStreet Financial Planning, Inc
CEO
Anna Sergunina is a Certified Financial Planner, President & CEO at MainStreet Financial Planning, Inc, nation’s largest fee-only, hourly/project based financial planning business, with 6 offices in 5 different states.
With a mission to help private clients thru one-on-one work and institutional clients thru offering financial planning as an employee benefit, to make “Smart Financial Decisions”.
Anna has been involved in the financial services industry since 2003. A graduate of Towson University with a degree in Business Administration and concentration in Finance, and earned the right to use the CFP mark from the CFP Board of Standards in 2009. Also, Anna holds a specialty designation as Chartered Federal Employee Benefit Consultant (ChFBC) in order to better assist my federal employee clients with planning and understanding of their federal benefits.
Ms. Sergunina is an active member of Garrett Planning Network (GPN), National Association of Personal Financial Advisors (NAPFA) and a board member of the Financial Planning Association (FPA) for two CA chapters (Silicon Valley and San Francisco). In December of 2013, she executed a succession plan with Jim Ludwick (founder of MainStreet Financial Planning) and became the 1st Garrett Planning Network Advisor to successfully purchase 100% of a mature practice. Her long-term goal is to grow MainStreet into a household brand for financial planning. Anna travels often from the West Coast to the East Coast to meet with clients in person in one of her five offices, including Burlingame CA, Santa Barbara CA, Odenton MD, Washington DC and New York, NY). At other times, she connects with clients online.
Anna has been named “A Virtual Force” by Morningstar and recognized by Financial Advisor Magazine as top 10 Young advisors “to watch” for 2017.
She is also the recipient of 2017 Garrett Member Award: Best Press Coverage and XY Planning Network Member of the Month Award (Aug. 2017) for organizing Women’s group event.
In addition to her financial planning business, Ms. Sergunina is an avid believer in educating consumers about various Personal Finance related issues by contributing her work thru writing for numerous publications such as Business Insider, Forbes, USA today, Nasdaq, and WSJ; Teaching her flagship personal finance management course: Money Flow System. And engaging with consumers on various social media
platforms thru her highly praised 2-minute podcast, “Daily Juice” and weekly show “Money Date”.