Anna Sergunina, CFP®, ChFEBC

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.

Favorite Quote:
“We are what repeatedly do. Excellence, then, is not an act, but a habit.” ~Aristotle