Anna Sergunina (CFP®)

Anna Sergunina focuses in the
following client markets or areas of practice:

College/Education Planning

Federal Employees

Fixed Fee (Subscription, Retainer, etc.)

Hourly

Investment Advice without Ongoing Management

Real Estate Investments

Planning Specialties

Connect with Me:

Website: http://www.mainstreetplanning.com

Email: anna@mainstreetplanning.com

Phone: 888-897-6743 x1

Instagram: https://www.instagram.com/anna8sergunina/

Facebook: https://www.facebook.com/anna.sergunina.9

MainStreet Facebook: https://www.facebook.com/MainstreetPlanningInc/

Linkedin: https://www.linkedin.com/in/anna-sergunina-cfp%C2%AE-5654a07/

Additional Information

My name is Anna Sergunina, and I’m a Certified Financial Planner, and the President & CEO at MainStreet Financial Planning Inc., the nation’s largest fee-only, hourly project-based financial planning business.

My team and I are on a mission to help both private and institutional clients make “Smart Financial Decisions” through one-on-one work and financial planning as an employee benefit. We’re passionate about helping our clients develop their own, unique Money Road Map to help guide them to their biggest, most exciting lifestyle goals. We view our work with clients as a true partnership - we’re here to support you in creating a financial life you love!

I’ve been involved in the financial services industry since 2003, and hold a degree in Business Administration with a concentration in Finance from Towson University and earned the CFP mark from the CFP Board of Standards in 2009. I also hold a specialty designation as Chartered Federal Employee Benefits Consultant (ChFBC) to better assist my federal employee clients with planning and understanding their federal benefits.

NAPFA Start Date

November 02, 2011

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