Money Story | Liz Gillette, CFP®

Liz Gillette Money Story

Money Story | Liz Gillette, CFP®

 

Liz Gillette, CFP® is a financial planner at MainStreet Financial Planning, Inc.

Liz enjoys working with clients in their early- to mid-career, and hoping to find a solution to the competing priorities that they’re facing, such as enjoying life in the now vs. saving for college vs. upgrading their house vs. building a nest egg for retirement, and so on!

Having had the opportunity in her early 20s to put herself on the right path financially out of necessity sparked her interest in doing the same thing for others. Liz believes that there is a different type of advice for different phases of your life and that’s how she’s guiding her clients on their financial journeys. Tune into our discussion to learn more.

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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