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Anna Sergunina

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About Anna Sergunina

Anna Sergunina is President & CEO of MainStreet Financial Planning, Inc. based in 236 N Santa Cruz Ave. Ste. 237 Los Gatos, CA 95030, US. MainStreet Financial Planning, Inc. is a Finance, Capital Markets company in 236 N Santa Cruz Ave. Ste. 237 Los Gatos, CA 95030, US with 10 employees.

Anna Sergunina has 22 years of professional experience, with an average of 5 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they have Fortune 500 company experience.

Anna Sergunina holds a degree from Towson University, with 22 years since graduation. Their career does not include experience at a global enterprise, with a base location in Burlingame, California, United States, undefined.

Anna Sergunina Social
Anna Sergunina Work
Anna Sergunina have been working for 22 years. Currently Anna Sergunina is the President & CEO @MainStreet Financial Planning, Inc., with experience in Creator of Money@Work Financial Wellness Program, Certified Financial Planner @MainStreet Financial Planning, Inc., MainStreet Financial Planning, Inc
Jan 2018 - Present · 7 years and 6 months
President & CEO
Jan 2014 - Present · 11 years and 6 months
Creator of Money@Work Financial Wellness Program
Jan 2018 - Present · 7 years and 6 months
MainStreet Financial Planning, Inc
Certified Financial Planner
Jul 2006 - Present · 19 years
About Anna Sergunina's Current Company

MainStreet Financial Planning, Inc. is founded in 2002, operates from its headquarter in 236 N Santa Cruz Ave. Ste. 237 Los Gatos, CA 95030, US. The company operates in the Finance, Capital Markets sector, providing Financial Planning, Investment Advisory, and more to its customers.

MainStreet Financial Planning, Inc. specializes in Financial planning, Fee-only advisory, and offers services including Fee-only financial planning advice, Investment management services.

Year Founded
2002
Social Media
LinkedinFacebook
Company Type
CORPORATION
Business Model
Producer, Distributor, Service providers
Tax Code
company number / C3839144
Primary Industry
Finance, Capital Markets
HQ Location
236 N Santa Cruz Ave. Ste. 237 Los Gatos, CA 95030, US
Main Products
Financial PlanningInvestment AdvisoryProviding Financial Planning ServicesIndividual Counseling SessionsPlanning ServicesFinancial Planning ServicesInvestment Advisory FirmProviding Financial
Expertise
Financial planningFee-only advisory
Solutions
Fee-only financial planning adviceInvestment management services
Keywords
Financial AdvisorFinancial Planning ServicesFinancial PlanningFiduciary Financial AdvisorIndependent Financial AdvisorComprehensive Financial PlanningFee Only Financial AdvisorFinancial Planning For FamiliesRetirement Planning ServicesRetirement Planning
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Anna Sergunina Education

Anna Sergunina completed at Towson University (2001 - 2004) , at Towson University, January 2001 to January 2004 (Present) , etc

Towson University
2001 - 2004
Towson University, January 2001 to January 2004
Present

Anna Sergunina Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Anna Sergunina found in 2025.

  • Email AddressA**@mainstreetplanning.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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