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Cynthia F

CFP®

Los Gatos, CA

MainStreet Financial Planning, Inc.

Cynthia Flannigan is a CFP® professional at MainStreet Financial Planning, Inc. in Los Gatos, CA, with eight years of industry experience. She worked at Evercore Wealth Management for six years before joining MainStreet Financial Planning in 2018. MainStreet Financial Planning provides fee-only, advice-only financial planning and consultation to individuals, families, business owners, and nonprofit employers. The firm focuses on comprehensive planning and favors a long-term, low-cost passive investing approach, delivering advice through multi-session planning engagements and educational programs.

General retirement planning Retirement income strategy Income planning Social Security optimization Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Newlywed/Engaged Parents Approaching retirement Dual Income Family
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Anna S

CFP®

Los Gatos, CA

MainStreet Financial Planning, Inc.

Anna Sergunina is a CFP® professional with 16 years of industry experience. She has been with MainStreet Financial Planning, Inc. since 2014 and also owns Anna Sergunina Media LLC. MainStreet Financial Planning provides fee-only, advice-only financial planning and consultation services to individuals, families, business owners, and nonprofit employers. The firm emphasizes long-term, low-cost passive investing and delivers multi-session planning engagements, educational seminars, and employer-facing workshops.

General retirement planning Retirement income strategy Income planning Social Security optimization Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Newlywed/Engaged Parents Approaching retirement Dual Income Family
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