Helping Tech Employees Make Work Optional
through Tax-Smart Equity and Retirement Planning

Schedule a Conversation

We specialize in helping tech professionals in the San Francisco Bay Area
and beyond tax-efficiently navigate equity compensation and financial independence.

Career Breaks | Sabbaticals | Financial Independence

Helping Tech Employees
Make Work Optional
through Tax-Smart
Equity and Retirement Planning

Schedule a Conversation

We specialize in helping tech professionals
in the San Francisco Bay Area
and beyond tax-efficiently navigate
equity compensation and financial independence.

Career Breaks | Sabbaticals
Financial Independence

Trusted by employees at the following companies

Tectonic Therapeutic Apple Epic Games Amazon Mercari Google Poseida Therapeutics Chime Kaiser Permanente Crunchyroll Quiltt Roche Tectonic Therapeutic Apple Epic Games Amazon Mercari Google Poseida Therapeutics Chime Kaiser Permanente Crunchyroll Quiltt Roche

Check out the IPO Guide on our Blog…

Anticipating an IPO, Direct Listing, or an Acquisition? Start here! 👇

Andy Moran - professional shot

Meet Andy Moran

I grew up in the San Francisco Bay Area and spent a decade in tech as a software engineer, helping scale a startup fresh off Series A to nearly $100M in annual recurring revenue. But in 2020, I took a career break—one that ultimately set me on the path to pursuing CFP® certification.

Since passing the CFP® exam and launching Ad Astra Financial Planning in 2023, I’ve been helping clients navigate the complexities of their equity compensation and build a financial future that supports their ambitions.

I loved creating software used by tens or hundreds of millions of people, but the real impact often felt nebulous. What drives me now is working directly with my clients—building deep, ongoing relationships and helping them find clarity, confidence, and freedom through financial planning that aligns with their values and goals.

My work isn’t just about numbers; it’s about understanding your lives, adapting strategies as your needs evolve, and ensuring you feel supported every step of the way. Being part of my clients’ journeys in such a meaningful way has been incredibly rewarding—for both them and me.

Learn more in these interviews!

Our Commitment to You

Learn More About Our Services

No Suits

No Ties

No Hidden Fees or Upsells

Transparency

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.

Our Commitment to You

Learn More
About Our Services

No Suits

No Ties

No Hidden Fees or Upsells

Transparency

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.

2025 Ad Astra Financial Planning. All rights reserved.