MainStreet Financial Planning
Chief Everything Officer
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®
Fee-only financial planner with offices located in Los Gatos, CA, Odenton, MD, Washinton, DC, New York, NY and Santa Barbara, CA, serving clients locally and nationwide
Anna Sergunina is a Los Gatos, CA fee-only financial planner. MainStreet Financial Planning specializes in holistic financial planning, investment management, and retirement planning to help individuals and business owners work towards their financial goals at all stages of life. Anna Sergunina is a fiduciary financial planner.
Money Boss Podcast, with Anna Sergunina
Learn more about Anna at AnnaSergunina.com
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.
“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.
MainStreet Financial Planning, Inc. is an independent, fee-only financial planning firm was founded in 2002. We passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services. At MainStreet, our mission is to empower our clients to make smart financial decisions.
DECISIONS WE HELP YOU MAKE
- i hate budgeting
Let's face it, budgets are not sexy, that's why we've got a Spending Plan for you.
- is my portfolio balanced?
Everyone says I should be investing. But what is the right strategy for me?
- buying a home or rental property
Should I buy or should I rent? How much house can I afford?
- paying off debts
It's no fun to have debts. Lay out a battle plan to tackle it.
- how much insurance do i need?
Long Term Care
Liability: Home & Auto
- how much do i need to save?
- special situation planning
Getting a divorce
- retirement planning
When should I take my social security; Annuity for Saving and/or guaranteed income; Withdrawal Strategy for Retirement Funds
- i have lots of decisions to make
Can you help me?
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Anna Sergunina is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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.
Anna Sergunina is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Anna Sergunina is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Anna Sergunina is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Anna Sergunina is Interviewed on the Behind the Mic Podcast: "A Few Things To Consider Before You Start A Podcast"
Anna Sergunina is Quoted on Cyprus Mail: "Preparing your finances for emergencies"
Anna Sergunina is Quoted on Go Banking Rates: "The Pros and Cons of Automatic Bill Pay"
Anna Sergunina is Quoted on Business Insider: "4 steps you can take to get your retirement savings plan on the right track"
Anna Sergunina is Quoted on SF Gate: "5 Reasons To Not Pay Off Your Mortgage Early"
Anna Sergunina is Quoted on BankRate.com: "5 great ways to invest your tax refund"
Anna Sergunina is Quoted in MarketWatch: "You have ample savings. So why are you scared of running out of money?"
Anna Sergunina is Quoted in MarketWatch: "I have a seven-figure nest egg - am I saving too much for retirement?
Anna Sergunina is Quoted in AARP Magazine: "9 Money Moves to Keep Your Retirement Afloat During the Pandemic Financial Storm"
Anna Sergunina is the Featured Guest on the Bigger Cash Flow Podcast: "Financial Freedom through Cash Flow"
Anna Sergunina is a Guest on the Money Talk With Melanie Podcast: "The Money Roadmap Challenge"
Anna Sergunina is Quoted on NerdWallet.com: "7 Practical Budgeting Tips to Help Manage Your Money"
Anna Sergunina is Quoted in Financial Planning Magazine: "Financial Planning Steps as a Small Business"
Anna Sergunina is Quoted in Forbes: "Tips For Couples To Manage Their 401(k) Plans"
Anna Sergunina Named to Financial Advisor Magazine's "Young Advisors To Watch" in 2017
Anna Sergunina is Quoted in US News and World Report: "For Richer or Poorer: How 5 People Co-Manage Money With a Significant Other"
Anna Sergunina is a Guest on the Dreams and Detours Podcast: "Becoming Your Own Money Boss"
View additional Media Mentions for Anna Sergunina
Contact Anna Sergunina
236 N Santa Cruz Ave.
Los Gatos, CA 95030
1113 Odenton Rd.
Odenton, MD 21113
7 W Figueroa St.
Santa Barbara, CA 93101
1775 Eye Street NW
Washington, DC 20006
New York, NY 10010