Andy Moran

Founder, Financial Planner

Andy Moran

Founder, Financial Planner

About

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.

About

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.

Background

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.

Background

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.

Interests

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.

Interests

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.

Your Personal Financial Professional

I’m passionate about helping you achieve your financial goals and live the life you truly want. As a Candidate for Certified Financial Planner™ certification, I’ve completed the rigorous coursework and have passed the exam. While I am still working on the 6,000 hour experience requirement, I have spent thousands of hours reviewing financial documents, preparing customized plans, and guiding clients through complex financial decisions.

My experience includes working with clients on equity compensation strategies, creating financial plans for career transitions, and helping them build passive income streams. I’m proud to be a member of multiple planning organizations and peer groups, which keep me connected to cutting-edge insights and best practices.

My work has been featured in USA Today, MSN, U.S. News & World Report, Wealthtender, Wealth of Geeks, and The Sabbatical Project, among others. I’m committed to continuous learning so I can provide my clients with the most up-to-date and relevant advice.

If you’re looking for a financial planner who truly understands your unique goals and challenges, let’s connect. If I’m not the right fit, I’ll happily introduce you to someone in my network of trusted professionals who can help.

Your Personal Financial Professional

I’m passionate about helping you achieve your financial goals and live the life you truly want. As a Candidate for Certified Financial Planner™ certification, I’ve completed the rigorous coursework and have passed the exam. While I am still working on the 6,000 hour experience requirement, I have spent thousands of hours reviewing financial documents, preparing customized plans, and guiding clients through complex financial decisions.

My experience includes working with clients on equity compensation strategies, creating financial plans for career transitions, and helping them build passive income streams. I’m proud to be a member of multiple planning organizations and peer groups, which keep me connected to cutting-edge insights and best practices.

My work has been featured in USA Today, MSN, U.S. News & World Report, Wealthtender, Wealth of Geeks, and The Sabbatical Project, among others. I’m committed to continuous learning so I can provide my clients with the most up-to-date and relevant advice.

If you’re looking for a financial planner who truly understands your unique goals and challenges, let’s connect. If I’m not the right fit, I’ll happily introduce you to someone in my network of trusted professionals who can help.

CHECK THE FAQ

Got questions?

CHECK THE FAQ

Got questions?

CHECK THE FAQ

Got questions?

2025 Ad Astra Financial Planning. All rights reserved.