Jim Ludwick

Jim Ludwick

Jim Ludwick founded MSFP in late 2002. His desire was to enable his clients to make good financial decisions by providing objective advice and recommendations without conflicts of interest. He expanded the practice as former clients and friends in Southern California requested help during frequent visits to his former hometown of Santa Barbara where his children and grandchildren reside.

Bio - Jim Ludwick
Biography, Jim Ludwick

Jim on LinkedIn
 
Anna Sergunina

Anna Sergunina

Anna Sergunina joined the firm in July 2006 and is now President. She is a CERTIFIED FINANCIAL PLANNERTM professional. Anna is our specialist in college planning and is  a Chartered Federal Employee Benefits Consultant (sm). She frequently is the primary analyst of client investments and routinely recognizes problem situations. Anna is the past treasurer and charter member of the Rotaract Club of Annapolis, an affiliate of Rotary International.

Bio - Anna Sergunina
Biography, Anna Sergunina

Anna on LinkedIn


Contact Us
Maryland office
2327 Sandy Walk Way
Odenton, MD 21113
Tel. 410-695-1556
Map/directions
D.C. office
1425 K St., NW, Suite 350
Washington, DC 20005
Tel. 202-448-9032
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So. Cal. Office
1230 Coast Vil. Cir., Ste. K
Santa Barbara, CA 93108
Tel. 805-277-4782
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No. Cal. Office
340 Lorton Ave., Ste. 215
Burlingame, CA 94010
Tel. 415-562-4678
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NYC Office
116 W. 23rd St., 5th Floor
New York, NY 10011
Tel. 917-310-5460
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Email: info@adviceonly.net     Fax: 805-267-3001
 
Affiliations
Garrett Financial Planning Network
NAPFA
FPA