Anna Sergunina, CFP® MainStreet Financial Planning, Inc

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About Anna Sergunina, CFP®

Hi. My name is Anna Sergunina, CFP® and I am the President & CEO 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 children’s 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 a concentration in Finance and earned the right to use the CFP mark from the CFP Board of Standards in 2009.

I am an active member of Garrett Planning Network (GPN), the 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 now run an online all-women financial planners firm and focus on working with busy families with small children.

During my personal time, you can find me playing with my son Liam at the park, getting my nails done, writing blogs & recording new podcast episodes for Money Boss Podcast, and running my personal brand at annasergunina.com.

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!

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Recently Published

Using Credit Card Cashback Rewards for Holiday Spending

November 30, 2022

When I was younger, I used to have so much anxiety about holiday spending. Back then I was living paycheck to paycheck and didn’t have much savings. When the holidays came, I would overspend on Christmas presents for my friends and family and end up...

The post Using Credit Card Cashback Rewards for Holiday Spending appeared first on MainStreet Financial Planning.

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Book Review: Finance for the People by Paco De Leon

November 21, 2022

This is not your usual personal finance book! You will need to be OK with vulgar language, behavior analysis, storytelling, and hand-drawn illustrations of financial concepts if you decide to read this book.  The book is not a guide on how to become rich, but...

The post Book Review: Finance for the People by Paco De Leon appeared first on MainStreet Financial Planning.

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How Did You Do This Year? 6 Financial Vital Signs to Monitor

November 14, 2022

Being healthy and fit is important to me. Each year instead of a New Year’s resolution, I make myself a fitness challenge.  These are big challenges.  I spend a good portion of the year on the fitness journey so I can successfully complete the challenge. ...

The post How Did You Do This Year? 6 Financial Vital Signs to Monitor appeared first on MainStreet Financial Planning.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Owners
  • Gen Y/Millennials
  • HENRY (High Earners, Not Rich Yet)
  • Parents

Ways Advisor Charges

  • Quarterly Fee
  • Hourly

Fee Options

  • Quarterly Fee: $1000/qtr
  • Hourly Fee: $400/hr

 

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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