Contact Information
Detailed Information
65/100
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Anna Sergunina, CFP, is president and CEO of MainStreet Financial Planning, a fee-only firm in Los Gatos, California, serving clients nationwide. The firm works on a project or hourly basis, providing advice without selling products or managing assets. Sergunina joined in 2006 and became owner in 2014, and she is active in NAPFA, the Garrett Planning Network, and the Financial Planning Association. She earned her CFP in 2009 and focuses on helping clients organize their finances and make confident decisions through clear, advice-first planning. As a fee-only advisor, she is paid solely by clients. She also publishes financial education content for people who want to take an active role in their money.
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Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method
Fee-Only