Sep 30, 2019
Today is going to be a guest episode featuring Anna Sergunina
who will be talking more about what exactly a money roadmap is.
She’s 36 years old from the Bay area, a Certified Financial Planner
and the President & CEO at MainStreet Financial Planning
Incorporated, the nation’s largest fee-only, hourly project-based
financial planning business.
Anna and her team are on a mission to help both private and institutional clients make Smart Financial Decisions” through 1-1 work and financial planning as an employee benefit. She is an advocate for financial education, writing about financial education topics for publications in Business Insider, Forbes, USA Today, Nasdaq, and WSJ. She also teaches her flagship personal finance management course called, Money Flow System, and engages with followers during her weekly Facebook live show called, Money Date Show.
Connect with Anna:
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Best Friends Animal Society:
The Movemeant Foundation: