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Andy Moran

We Help Millennial And Gen Z Tech Pros Take Sabbaticals And Quit Their Jobs

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Ad Astra Financial Planning Andy Moran They/Them
Henderson, Nevada

Serving Clients Nationwide

We Help Millennial And Gen Z Tech Pros Take Sabbaticals And Quit Their Jobs

702-246-2170

Website

Areas of Focus

  • Employee Stock Options
  • Financial Life Planning
  • Investing
  • Owning a Business
  • Retiring Early (F.I.R.E)

About Me

Hi, I'm Andy, a software engineer turned financial planner.

I've long been interested in economics, finance, entrepreneurship, and technology. As a child, I witnessed the power of entrepreneurship and technology growing up in Silicon Valley, and I was fascinated by the dot-com boom and the explosion of 3-D graphics processing.

My first investment was a Hank Aaron autographed baseball at the age of 7, but my grandfather got me interested in stocks when I was in middle school, and I've been hooked ever since.

MY BACKGROUND

After graduating from college with a degree in economics, I pursued further education in graduate philosophy with the intent of becoming a professor. However, after some soul-searching, I decided to pursue an M.S. in Computer Science in order to transition into the tech world. For nearly 10 years, I worked as a software engineer in Silicon Valley, where I helped turn a scrappy startup into an enterprise player.

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

INTERESTS

I have a wide range of interests and love to nerd out on a wide variety of topics from the obscurest corners of ancient history to the modern cutting-edge scientific breakthroughs happening every day. I am a huge fan of South Park and had created a searchable South Park episode database site and an associated Chrome extension before getting hit with DMCA takedown requests from Viacom. I’m also probably the only financial advisor that uses vim and emacs daily.

The past few years I’ve been traveling part-time in my Toyota Sienna minivan camper, primarily around the Southwest and the West Coast more broadly, though I also have familial roots in the Midwest and have lived many places throughout the country. I visit the SF Bay and the San Fernando Valley fairly regularly to visit family, and I love visiting the PNW in the summer.

YOUR PERSONAL FINANCIAL PROFESSIONAL

I'm passionate about helping people achieve their financial goals, and I'm committed to providing my clients with the best possible advice. I've taken the Certified Financial Planner coursework and have passed the exam. I've spent hundreds of hours reviewing financial documents and preparing financial plans. I'm also a member of XY Planning Network, Measure Twice Planners, Amplified Planning, MyStockOptions, and Planner DAO, among others.

I'm constantly staying up-to-date and investing 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. I have a large network of good financial professionals if we are not a fit.

Professional Designations

  • Candidate for CFP® certification

Affiliations

  • Advice Only Network
  • Fee Only Network
  • XY Planning Network

Primary Location

Henderson, Nevada

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • 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.

About our Firm

Ad Astra Financial Planning helps Millennial and Gen Z tech professionals take sabbaticals and quit their jobs.

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.

We are also sensitive to the fact that you may want help without committing to an ongoing expense.

To this effect, we offer standalone one-time comprehensive financial plans, and only allow for ongoing support after an initial plan has been completed.

We also offer a “Strategy Session” engagement of 90 minutes if you just want to ask a question or two.

PRICING

Comprehensive Financial Plan
Single: $1,200*
2+ Household: $1,800*

Ongoing Financial Planning
Single: $150/mo*
2+ Household: $250/mo*

*Concentrated position, business owner, complex estate may require increased fees.

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

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

SEC Lookup

View Disclosure

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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.

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