I’m Andy, a software engineer turned financial planner with a lifelong passion for finance, entrepreneurship, and technology. Growing up in Silicon Valley, I was inspired by the power of entrepreneurship to create generational wealth and captivated by the dot-com boom and advancements in 3-D graphics processing. My investing journey began in collectibles, at age seven with the purchase of a Hank Aaron autographed baseball and age eight with the purchase of two autographed Terrell Owens rookie cards, but it was my grandfather who sparked my interest in stocks during middle school—and I’ve been hooked ever since.

Now, I bring that same passion and curiosity to help you align your finances with your dreams, so you can focus on what matters most to you—whether that’s taking a break from traditional employment, starting a business, or building a secure future for your family.

From 2011-2020 I worked at a small startup in the San Francisco Bay Area, developing backend telecom infrastructure that powers Verizon Visible and deployments for companies such as Telstra, Vodafone, Swisscom, AT&T, Orange, 3, and Ooredoo, among others. I was deeply involved in a wide variety of areas of the product, becoming the go-to person for critical production issues. While this fulfilled my desire to help others, it ultimately led to significant burnout.

After experiencing burnout and realizing I wasn’t living the life I truly wanted, I drew on my interest in finance to intentionally plan my own time away from work. That transformative experience deepened my understanding of the financial strategies needed to support meaningful life changes. Now, as a financial planner, I help you align your finances with your passions, empowering you to live your best life on your own terms.

I bring curiosity, empathy, and a problem-solving mindset to financial planning so your financial plan reflects your unique life. Mine has been shaped by a wide range of interests—from exploring ancient history to developing my own AI agents. I intentionally optimize for time freedom because I love learning, traveling, and picking up new hobbies—in the past year I’ve started fire spinning with a rope dart, learning Spanish, and surfing—and I love helping you make the most of your time in this life. I might also be the only financial planner who uses Vim daily.

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.