Anna  Sergunina

Anna Sergunina

| CFP®, ChFEBC

MainStreet Financial Planning, Inc.

Fee Only Financial Planner Located in Santa Barbara, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

600 Chapala St.
Suite B
Santa Barbara, CA 93101

350 5th Ave.
59th Floor
New York, NY 10118

122 2nd Ave.
Suite 212
San Mateo, CA 94401

122 2nd Ave
Suite 212
San Mateo, CA 94401

340 Lorton Ave
Suite 215
Burlingame, CA 94010

Anna Sergunina is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Anna Sergunina joined the firm in July 2006. She is a CERTIFIED FINANCIAL PLANNERTM professional. Anna is our specialist in college planning and is  a Chartered Federal Employee Benefits Consultant (sm). She frequently is the primary analyst of client investments and routinely recognizes problem situations. Anna is the past treasurer and charter member of the Rotaract Club of Annapolis, an affiliate of Rotary International.