We work with employees at companies like:
Helping Tech Employees Make Work Optional
through Tax-Smart Equity and Retirement Planning
Schedule a ConversationWe specialize in helping tech professionals in the San Francisco Bay Area
and beyond tax-efficiently navigate equity compensation and financial independence.
Career Breaks | Retirement | Financial Independence
Helping Tech Employees
Make Work Optional
through Tax-Smart
Equity and Retirement Planning
Schedule a ConversationWe specialize in helping tech professionals
in the San Francisco Bay Area
and beyond tax-efficiently navigate
equity compensation and financial independence.
Career Breaks | Retirement
Financial Independence
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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 and an eventual acquisition in 2025. 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 still build software on the side and love the craft, but what I’ve found most rewarding is applying that same rigor and problem-solving mindset directly with my clients – 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 life, 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 and is something I plan to do for the rest of my life.
Learn more in these interviews!
Our Commitment to You
Learn More About Our ServicesNo 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 MoreAbout 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.
