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Financial Planner Anna Sergunina,  CFP®, ChFEBC℠ in Burlingame CA

Anna Sergunina, CFP®, ChFEBC℠

President & CEO
MainStreet Financial Planning, Inc.
Burlingame, California
and other locations

(888) 897-6743



Contact Details

Company Name MainStreet Financial Planning, Inc.
Logo MainStreet Financial Planning, Inc. Company Logo by Anna Sergunina,  CFP®, ChFEBC℠ in Burlingame CA
Position President & CEO
Website
Online Social Profiles
Main Phone (888) 897-6743
Main Location
340 Lorton Ave., Suite 215
Burlingame, CA 94010
United States
Map View Location of Anna Sergunina,  CFP®, ChFEBC℠Financial Planner

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Professional Background

Fees and Services Financial Goals Setting and Planning, Retirement and College Planning, Portfolio Reviews and Recommendations, Insurance Needs Planning, Hourly, Fixed Fees

About MainStreet Financial Planning, Inc.

Anna Sergunina is a CERTIFIED FINANCIAL PLANNER™ professional and President  & CEO of MainStreet Financial Planning, Inc. (MSFP). MSFP is an hourly, Fee-Only financial planning company headquartered in Odenton, Maryland with offices in Washington, D.C., New York, NY, Burlingame, CA and Santa Barbara, CA.

 

Anna Sergunina is a registered investment adviser representative in Maryland, District of Columbia, New York, Virginia and California. The firm also serves clients in other states and several countries using Skype and other Internet technologies.

 

MainStreet Financial Planning does not sell financial products or manage assets for a percentage fee. All services are rendered commission-free, on an hourly as-needed or project basis. There are no long-term contracts, net worth limits or account minimums required.

 

The following services are provided at MSFP:

  • Financial planning including college and retirement planning
  • Financial counseling including saving/budgeting/goal setting/debt payoff
  • Investment advice including advice on income producing real estate
  • Financial planning seminar presentations
  • Pension plans and other vendor selection advice
  • Government benefits and financial planning for federal civilians and military personnel
  • Other related financial planning services

Our mission statement is: "We empower our clients to make good financial decisions!"

 

About Anna Sergunina, CFP, ChFEBC:

 

Anna specializes in working with individuals and couples from all walks of life. She helps her clients organize their financial lives, and creates and analyzes alternative strategies to help them make smart money decisions. Her focus is on providing professional, objective advice on a pure Fee-Only, hourly basis; at the client's request; much like the hourly as-needed services provided by a dentist, doctor, attorney or accountant.

 

Anna has been involved in financial services industry since 2003. A graduate of Towson University with a degree in Business Administration and concentration in Finance, she earned the right to use the CFP mark from the CFP Board of Standards in 2009. Also, Anna holds a specialty designation as Chartered Federal Employee Benefits Consultant (ChFEBC) in order to better assist federal employee clients with planning and understanding of their federal benefits.

 

Anna is an active member of the Garrett Planning Network, National Association of Personal Financial Advisors and Financial Planning Association (MD and CA chapters). Prior to joining MainStreet Financial Planning in 2006, Anna worked for Solomon Smith Barney in Baltimore as a Broker's Intern. For a brief time she worked at a retirement and health savings plans administration firm before realizing her passion for personal financial planning. For 3 years, on a part-time basis, Anna worked as an Ambassador (public educator) for College Savings Plans of Maryland, educating parents on how to save for college.Anna is very active in her community. A past Treasurer in Rotaract Club of Annapolis, she enjoys addressing the social needs of her community and improving relationships between people worldwide through a framework of friendship and service.Anna and her husband, Yuri Sergunin, a CPA and commercial real estate investment broker, live in the San Francisco Bay Area. They both were born in the same country of Moldova, Eastern Europe, and have been happily married since 2005. Apart from working they are active real estate investors, enjoy yoga, photography, runnin, gourmet cooking and traveling.

 

We charge a $100 fee for an initial, Get-Acquainted meeting, refundable if we are hired.

 

For an Introductory meeting, please contact our client service manager at: 

888-897-6743

 

A Smart System to Track Your Money Flow by Anna Sergunina,  CFP®, ChFEBC℠ in Burlingame CA

A Smart System to Track Your Money Flow

Part of the reason we accumulate debt is that there are so many distractions in our lives — things we want to buy but don’t need. But we also ring up..

By: Anna Sergunina, CFP®, ChFEBC℠

Tags: For Consumers, Nerdwallet, Banking, Budgeting

Posted: 11/06/2015

Read Article
Identity Theft Happens — but It Doesn’t Have to Happen to You by Anna Sergunina,  CFP®, ChFEBC℠ in Burlingame CA

Identity Theft Happens — but It Doesn’t Have to Happen to You

The world is changing quickly. Technological advancements give us access to all manner of information with the swipe of a finger. But the information revolution..

By: Anna Sergunina, CFP®, ChFEBC℠

Tags: For Consumers, Identity Theft, Nerdwallet

Posted: 10/23/2015

Read Article
Additional Location 1:

Valley Towers

75 E Santa Clara St

San Jose, CA 95113

(888) 897-6743

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Additional Location 2:

1 Research Ct

#450

Rockville, MD 20850

(888) 897-6743

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Additional Location 3:

1175 I St NW

Suite 1150

Washington, DC 20006

(888) 897-6743

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Additional Location 4:

1113 Odenton Rd

Suite 2C

Odenton, MD 21113

(888) 897-6743

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Additional Location 5:

116 W 23rd St

5th Floor

New York, NY 10011

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Additional Location 6:

1230 Coast Village Cir

Suite K

Santa Barbara, CA 93108

(888) 897-6743

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