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Anna Sergunina
President & Ceo at Mainstreet Financial Planning,
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Work Experience
Jan 2018 - Present · 7 years
President & Ceo
Jan 2014 - Present · 11 years
Creator Of Money@Work Financial Wellness Program
Jan 2018 - Present · 7 years
MainStreet Financial Planning, Inc
Certified Financial Planner
Jul 2006 - Present · 18 years and 6 months
Company Details
2-10 Employees
MainStreet Financial Planning, Inc. is an independent, fee-only financial planning firm was founded in 2002. We passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services. At MainStreet, our mission is to empower our clients to make smart financial decisions. Go to www.MainStreetPlanning.com to learn more.
Year Founded
2002
Social Media
LinkedinFacebook
Industry
Financial Services, Dental prostheses, Health, medical and pharmaceutical, Chemicals, Pharmaceuticals & Plastics, Retirement & Financial Planning
HQ Location
236 N Santa Cruz Ave.
Ste. 237
Los Gatos, CA 95030, US
Keywords
Planning for major life eventsPortfolio rebalancingCollege planningReal estate planningInvestment Implementation HelpFinancial planning seminarsRetirement planningEmployee financial counseling
Contact Details
- Email AddressA**@mainstreetplanning.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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