Hello, I am
Anna Sergunina. I am CERTIFIED FINANCIAL
PLANNER™ practitioner with more than 10 years experience in the Financial
Sector. As the owner of a successful
financial planning business, I don’t sell products or manage assets. I provide sound, proven financial advice
only. I’ve been exposed to serving a
variety of people, nationwide and from all walks of life. From the Mass Affluent to High Net Worth
Individuals, I have a great track record and have been exposed to a multitude
of different situations and challenges, which put me in a unique position to
serve you, wherever you may be on your financial journey.
In addition to financial planning business, I am the creator of the Money Library, which is a platform for a variety of different personal finance related shows, articles and resources. You can consider the Money Library a, “Resource For All Things Money.” I am also the creator of my flagship financial management system, The Money Flow System, which is a proprietary system that teaches you:
• how to stop worrying about budgeting
• how to stop accumulating debt
• it helps in your journey to pay off debt
• helps you to understand Income and Expenses
• it helps you to never miss a single bill;
• and to get a solid idea of how much you have in each account.
I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning.
Some of my biggest satisfactions in my career come from helping clients to understand what stops them from achieving their financial dreams and showing them to the right direction. For me, there is nothing more rewarding to hear how my service helped my clients buy a house, save for kids’ college, start a new business, travel around the world, and afford to retire early. That is how I get my “kicks” and that is what fuels my passion- realizing that I am a part of someone else’s life and that I help them realize their goals.
When I am not meeting my clients or traveling from West Coast to East Coast, you can find me at a Yoga studio, exploring San Francisco, volunteering for my local community or having a picnic on a beach with my husband.