Financial Advisor in Burlingame, California
Personal Bio
Anna Sergunina is 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. She and her team 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.
Anna has been involved in the financial services industry since 2003. She’s both a CFP®, and holds her ChFBC designation. Her long-term goal is to grow MainStreet into a household brand for financial planning.
Anna was named “A Virtual Force” by Morningstar, and recognized by Financial Advisor Magazine as a Top 10 Young Advisor To Watch in 2017.
Anna is an advocate for financial education, writing about financial education topics for publications in Business Insider, Forbes, USA Today, Nasdaq, and WSJ.
She also teaches her flagship personal finance management course: Money Flow System and engages with followers on her Money Boss Podcast.
Firm Name
MainStreet Financial Planning, Inc
Firm Bio
MainStreet Financial Planning Inc., the nation’s largest fee-only, hourly project-based financial planning business offers busy professional families assistance to create a comprehensive financial plan so that they can reach their goals and dreams.
Advisor Type
RIA - Anna Sergunina
Firm SEC/CRD #
123189
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Advisor SEC/CRD #
5730495
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Are you a Fiduciary?
No
Do you receive any commissions or fees based upon financial products that you provide to your clients?
Yes
