Andy Moran

We Help Tech Professionals Make Work Optional and Take Career Breaks

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Ad Astra Financial Planning Andy Moran They/Them
Santa Rosa, CA

Serving Clients Nationwide

We Help Tech Professionals Make Work Optional and Take Career Breaks

Areas of Focus

  • Capital Gains
  • Equity Compensation Options
  • Financial Life Planning
  • Investing
  • Retiring Early (F.I.R.E)
  • Taxes

About Me

As the founder and lead financial planner of Ad Astra Financial Planning, I help tech professionals and solopreneurs in the San Francisco Bay Area and beyond make work optional and take career breaks.

For nearly 10 years, I worked as a software engineer at Silicon Valley startup, where I helped turn a scrappy startup into an enterprise player, powering Verizon Visible and deployments for companies such as Telstra, Vodafone, Swisscom, AT&T, Orange, 3, and Ooredoo, among others. Now, I'm probably the only financial advisor that uses vim and emacs daily.

I love technology and learning, but I derive my greatest satisfaction from helping people. My own experience with burnout in tech led me to plan my own time away from work, and I now work as a financial planner with the goal of helping others pursue what they are passionate about and enabling them to live their best lives.

I'm passionate about helping people achieve their financial goals, and I'm committed to providing my clients with the best possible advice as evidenced by:

• Taking the Certified Financial Planner coursework and passing the exam.
• Spending hundreds of hours reviewing financial documents and preparing financial plans.
• Being quoted in the USA Today, MSN Money, U.S. News & World Report, Wealth of Geeks, and the Associated Press, among others.
• Continuing to invest in further education so I can provide my clients with the best and most pertinent information.

If you're looking for a personal financial professional, don't hesitate to reach out!

Professional Designations

  • Candidate for CFP® certification

Affiliations

  • Advice Only Network
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Santa Rosa

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Package Offers
  • Pro Bono
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Ad Astra Financial Planning helps tech professionals navigate equity compensation and non-linear financial journeys.

HOW WE HELP

Ad Ad Astra Financial Planning we believe in the value of holistic and comprehensive financial planning, especially compounded over years and decades.

To this effect, we offer ongoing comprehensive financial planning and wealth management for a flat fee.

PRICING

Please see website for latest pricing.

OUR COMMITMENT TO YOU

🚫 No Suits

🚫 No Ties

🚫 No Hidden Fees or Upsells

Every recommendation is based on YOUR interests, not ours. We meet you where you are to get you where you want to go. We provide a safe space and seek to be like a combination of a trusted friend. personal tutor, and guide through a changing landscape.

Education

Certified Financial Planner Coursework (and completed Exam), Kaplan Financial College 2021-2022 | University of Chicago, M.S, Computer Science 2009 - 2010 | Franciscan University of Steubenville, Graduate Studies, Philosophy | Ave Maria University, B.A, Economics

Volunteer Experience

Engaged in financial literacy discussions with high school students through Junior Achievement.

Hobbies and Interests

  • Animal Rescue
  • Animals
  • Beach
  • Board Games
  • Camping
  • Computer
  • Eating Out
  • Entertaining
  • Exercising
  • Family
  • Football
  • Hiking
  • Movies
  • Music
  • Photography
  • Reading
  • Relaxing
  • Surfing
  • Swimming
  • Traveling
  • Video Games
  • Volleyball
  • Volunteering
  • Walking
  • Working Out
  • Writing
  • Yoga

Who We Serve

  • Business Owners
  • Content Creators
  • Contractors
  • Couples
  • Crypto Investors
  • DIY Investors
  • Entrepreneurs
  • Financial Independence Retire Early (FIRE)
  • Gen Y / Millennials
  • Gen Z
  • LGBTQ
  • LGBTQ Couples
  • Remote Workers
  • Technology Professionals
  • Travel Lovers
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.