Anna Sergunina

CFP®

MainStreet Financial Planning

Chief Everything Officer

Contact Me

I can work with clients anywhere!

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®

Contact Me

888-897-6743

Website

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.

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.

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?

Life; Disability
Long Term Care
Liability: Home & Auto

  • how much do i need to save?

For college
For retirement
For house

  • special situation planning

Getting a divorce
Special Needs
Stock options/RSUs

  • 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?
Just ask

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

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    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.

  • 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.

  • XY Planning Network
    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.

  • Financial Planning Association
    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.

  • Garrett Planning Network - GPN
    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.

Contact Anna Sergunina

888-897-6743

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Office Locations:

  • 236 N Santa Cruz Ave.
    Suite 106-B
    Los Gatos, CA 95030
  • 1113 Odenton Rd.
    Ste. 2C
    Odenton, MD 21113
  • 7 W Figueroa St.
    Ste. 200
    Santa Barbara, CA 93101
  • 1775 Eye Street NW
    Suite 1150
    Washington, DC 20006
  • 1115 Broadway
    12th Floor
    New York, NY 10010

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