Anna Sergunina is a CFP-designated registered investment advisor at Mainstreet Financial Planning, INC., based in Los Gatos, CA, with 16 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
MainStreet Financial Planning offers an ongoing Navigation Support Program for clients who have previously completed a one-time Money Roadmap plan. This includes:
- Two online sessions per year to review goals, spending, and investments
- Status updates on financial goals
- Access to an advisor via email
- Weekly email alerts on financial topics
- Educational webinars
The cost is $2,650/year for individuals and $3,400/year for couples/families. There's an additional one-time fee of $800 for clients who haven't met with MainStreet in over 24 months.
- Money Roadmap (One Time Plan) — A comprehensive financial plan for individuals ($5,450) or couples/families ($6,650).
- Money Pit Stop — Hourly advice on specific topics like real estate, college planning, insurance, or portfolio review. Billed at $450/hour.
Contact
Anna Sergunina
Location
236 N Santa Cruz Ave, Ste. 237, Los Gatos, CA, 95030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mainstreet Financial Planning, INC.
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I’mAnna Sergunina, CFP®,President & CEO of MainStreet Financial Planning, Inc.—one of the nation’s largest fee-only, hourly, project-based firms led entirely by women. Since 2003, I’ve been passionately guiding busy families—especially those with young children—toward financial confidence and joyful retirement living.