Anna Sergunina

CFP®

MainStreet Financial Planning

Chief Everything Officer

Anna Sergunina

CFP®

MainStreet Financial Planning

Chief Everything Officer

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Anna Sergunina, CFP®

888-897-6743

Meet Anna Sergunina

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 to the right direction. For me, there is nothing more rewarding to hear how my service helped my clients buy a house, save for kids’ college, start a new business, travel around the world, and afford to retire early. That is how I get my “kicks” and that is what fuels my passion- realizing that I am a part of someone else’s life and that I help them realize their goals.

When I am not meeting my clients or traveling from West Coast to East Coast, you can find me at a Yoga studio, exploring San Francisco, volunteering for my local community or having a picnic on a beach with my husband.

Favorite Quote:
“We are what repeatedly do. Excellence, then, is not an act, but a habit.” ~Aristotle

Anna Sergunina is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Anna Sergunina is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Anna Sergunina

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Office Locations:

  • 340 Lorton Ave
    Ste. 215
    Burlingame, CA 94010

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