Created by Andy Moran, who has…
👉 Worked in tech for nearly a decade
👉 Passed the Certified Financial Planner exam
👉 Personally harvested over $100,000 of capital gains tax-free
👉 Helped several clients in tech pay less in taxes since launching their firm in March 2023
👉 Been featured in USA Today, MSN Money, U.S. News & World Report, AP News, WealthManagement.com, Wealth of Geeks, and the Sabbatical Project