Anna Sergunina, CFP® MainStreet Financial Planning, Inc
- 340 Lorton Ave Ste. 215 , Burlingame, CA 94010
- (888) 897-6743
About Anna Sergunina, CFP®
Hi. My name is Anna Sergunina, CFP® and I am the President & Chief Everything Officer at MainStreet Financial Planning, Inc.
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 discovered that my mission in life is to serve others via financial planning.
The greatest satisfaction in my career comes from helping clients to understand what stops them from achieving their financial dreams and getting them headed back in the right direction. For me, there is nothing more rewarding than to hear how my service helped my clients buy a house, save for kids’ college, start a new business, travel around the world, or afford to retire early. That is how I get my “kicks” and that is what fuels my passion- realizing that I am an important part of someone else’s life and that I help them realize their goals and fullest potential.
I’ve been involved in the financial services industry since 2003. I graduated from 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, I hold 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.
I am 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).
Prior to joining MainStreet Financial Planning in 2006, I held a few other jobs as Broker’s Intern at Solomon Smith Barney in Baltimore and a Sales Rep for a retirement and health savings plans administration firm before I discovered my passion for personal financial planning. For 3 years, on a part-time basis, I volunteered as an Ambassador (public educator) for College Savings Plans of Maryland, educating parents on how to save for college.
In December of 2013, I 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. My long-term goal is to grow MainStreet into a household brand for financial planning.
I often travel from the West Coast to the East Coast to meet with clients in person in one of our five offices, including Burlingame CA, Santa Barbara CA, Odenton MD, Washington DC and New York, NY). At other times, I connect with clients online.
During my personal time, you can find me at a Yoga studio, speaking Russian, getting my nails done, exploring my favorite city of San Francisco, cooking, volunteering for my local community, writing blogs & podcasting for www.money-library.com or having a picnic on a beach with my husband.
My Favorite Quote:
“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” ~Aristotle
I challenge you to work on developing good money habits; and let me help you with the rest!
If you purchased a home last year, your income tax return may look different this year. Here is an introduction to what you need to know as a new homeowner filing your income taxes for the first time after your purchase. Basics of itemized vs....
The post New home? What you need to know to file your next tax return appeared first on MainStreet Financial Planning.
Now that the New Year holiday has passed many people start thinking about their tax returns, especially if they anticipate receiving a refund. For many families, the tax refund is one of the largest infusions of money they will receive in a year. There were...
The post Using your tax refund to increase your financial happiness appeared first on MainStreet Financial Planning.
If you have a 401k, 403b, or some other retirement plan account at work then you already are using this technique to invest in the stock and bond markets. Putting in money to your retirement account from each paycheck is the classic dollar-cost averaging tool....
The post Top 10 Question: Dollar Cost Averaging or Lump Sum? appeared first on MainStreet Financial Planning.