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 help others via financial planning.
The most excellent 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 a 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 purchase 100% of a mature practice successfully. 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 my 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 us help you with the rest!
