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
San Francisco, 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 Andy Moran

I’m Andy, a software engineer turned financial planner with a passion for helping tech professionals align their finances with their dreams. Growing up in Silicon Valley, I saw firsthand how equity and thoughtful financial planning could transform lives.

After experiencing burnout in tech, I intentionally planned my own sabbatical—an experience that inspired my own career pivot towards helping others navigate big life transitions, whether that’s taking a break, pursuing a lower-income career, starting a business, or creating a secure future.

I specialize in equity compensation, career transitions, and building financial freedom and I’m dedicated to crafting strategies that empower you to live life on your terms.

I've been featured in USA Today, MSN, U.S. News & World Report, Wealthtender, Wealth of Geeks, Wealth Management, The Associated Press, and the Sabbatical Project, among others, and I've now gotten to help several clients retire and take career breaks with confidence since launching Ad Astra Financial Planning in early 2023 after passing the CERTIFIED FINANCIAL PLANNER™ exam.

When I’m not helping clients align their finances with their dreams, I’m part-timing as a van-lifer, exploring the beauty of the American West and embracing the freedom and flexibility I also help you achieve. Let’s connect and build a plan to help you build your dream life and start living it now.

Professional Designations

  • Candidate for CFP® certification

Affiliations

  • Advice Only Network
  • Fee Only Network
  • FinCon
  • Flat Fee Advisors
  • Measure Twice Planners
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

San Francisco

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

1) 20-Minute Compatibility Check to see if we might be a good fit 2) Invitation to RightCapital and a Discovery Session to learn more about your situation–qualitatively and quantitatively 3) I provide you with a forward-looking roadmap of how we would work together 4) You decide to work with me, or not

Offers Investment Management

Yes

About Ad Astra Financial Planning

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 comprehensive financial planning and wealth management for a flat fee so you keep more in your pocket.

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. Volunteered with Advisers Give Back and Savvy Ladies.

Hobbies and Interests

  • Animal Rescue
  • Animals
  • Beach
  • Board Games
  • Camping
  • Computer
  • Eating Out
  • Entertaining
  • Exercising
  • Family
  • Football
  • Hiking
  • Movies
  • Music
  • Photography
  • Pickleball
  • 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.