Anna Sergunina, CFP®
MONEY JUNKIE and Personal Finance Educator
About the instructor
Hello, I am Anna Sergunina. I am a CERTIFIED FINANCIAL PLANNER™ practitioner with over 11 years experience in the Financial Sector.
As the owner of a successful financial planning business (www.adviceonly.net), 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 (www.money-library.com) a, “Resource For All Things Money.”
I am also the creator of my flagship financial management system, The Money Flow System.
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.
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.
~I am excited to be part of your journey~
Now, let's get you your own Money Flow!