As Featured In
Helping Tech Professionals
Make Work Optional and Take Career Breaks
Schedule A ConversationWe specialize in helping tech professionals in the San Francisco Bay Area
and beyond tax-efficiently navigate equity compensation and career breaks.
Career Breaks | Sabbaticals | Financial Independence
Helping Tech Professionals
Make Work Optional
and Take Career Breaks
Schedule A ConversationWe specialize in helping tech professionals
in the San Francisco Bay Area
and beyond tax-efficiently navigate
equity compensation and career breaks.
Career Breaks | Sabbaticals
Financial Independence
Check out the IPO Guide on our Blog…
Anticipating an IPO, Direct Listing, or an Acquisition? Start here! 👇
Meet Andy Moran
I was born and raised in the San Francisco Bay Area and helped build a startup there for nearly a decade before planning my own career break in 2019 and starting the journey of becoming a Certified Financial Planner in 2021.
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.
