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
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.
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