Andy Moran
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Andy Moran Email & Phone Number

I help tech professionals make work optional and take career breaks | Fiduciary, Flat-Fee Financial Planner at Ad Astra Financial Planning
Location: San Francisco Bay Area, United States, United States 8 work roles 4 schools
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Current company
Ad Astra Financial Planning
Role
I help tech professionals make work optional and take career breaks | Fiduciary, Flat-Fee Financial Planner
Location
San Francisco Bay Area, United States, United States

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Andy Moran is listed as I help tech professionals make work optional and take career breaks | Fiduciary, Flat-Fee Financial Planner at Ad Astra Financial Planning, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Andy Moran.

Andy Moran previously worked as Founder & Financial Planner at Ad Astra Financial Planning and Financial Planner at Core Planning. Andy Moran holds Cfp Coursework from Boston Institute Of Finance & Kaplan Financial Education.

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Ad Astra Financial Planning

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About Andy Moran

I’m Andy, a software engineer turned financial planner with a passion for helping tech professionals align their finances with their dreams. Growing up in Silicon Valley, I saw firsthand how equity and thoughtful financial planning could transform lives.After experiencing burnout in tech, I intentionally planned my own sabbatical—an experience that inspired my own career pivot towards helping others navigate big life transitions, whether that’s taking a break, pursuing a lower-income career, starting a business, or creating a secure future.I specialize in equity compensation, career transitions, and building financial freedom. As a Candidate for CFP® certification with thousands of hours of experience in planning, I’m dedicated to crafting strategies that empower you to live life on your terms.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. Let’s connect and build a plan to help you build your dream life and start living it now.

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Ad Astra Financial Planning
Ad Astra Financial Planning
I help tech professionals make work optional and take career breaks | Fiduciary, Flat-Fee Financial Planner
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8 roles

Andy Moran work experience

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Founder & Financial Planner

Current
Ad Astra Financial Planning

San Francisco Bay Area

Fee-only financial planning for tech professionals with equity compensation and non-linear financial journeys. Ad Astra Financial Planning is based in the San Francisco Bay Area but serves clients virtually nationwide.

Mar 2023 - Present

Financial Planner

Current
Core Planning

San Francisco Bay Area

May 2024 - Present

Financial Planning Extern

Financial Planning Association (Fpa)

~20 hours per week reviewing client meetings and taking notes, preparing client documents and reports related to cash flow, insurance/investment/estate/retirement/student loan planning, meeting with at least 3 new advisors each week.

Jun 2022 - Aug 2022

Member Of Technical Staff

Matrixx Software
  • Designed and implemented several RESTful APIs relating to the provisioning of users, the execution of business logic operations, and the administration of the online charging system for internal consumption.
  • Designed and implemented various subscriber management and rating features to support customer requirements and enhance the product, e.g. bundled and templatized product offerings, new types of balances, grace period.
  • Diagnosed numerous operational issues involving in-memory data on live production systems and wrote various data fixup scripts for support engineers leveraging the operational APIs I designed and implemented to correct.
  • Designed and implemented procedures for disaster mitigation and management of problematic data.
  • Designed and implemented a framework within the application layer for enabling online upgrade of existing in-memory data while still processing live transactions on the primary system.
  • Re-implemented a complex C++ price loading application and contributed to the subsequent Java pricing data validator.
Jan 2013 - Nov 2020

Software Quality Assurance Engineer

Matrixx Software
  • Implemented a large amount of QA testing framework still utilized.
  • Designed QA test coverage plans for a wide variety of features and implemented many of these test cases.
  • Through 2021, continued work as pair programmer on platform team.
Jun 2011 - Dec 2012

Pair Programmer

Matrixx Software
  • Worked as a pair programmer for an architect on the platform team and implemented some unit testing on my own.
Jan 2011 - Jun 2011

Graduate Intern (Writer)

Mercedes-Benz Research & Development North America, Inc.

Wrote several chapters of "Vehicle Safety Communications: Protocols, Security, and Privacy".https://www.amazon.com/Vehicle-Safety-Communications-Information-Communication/dp/1118132726

Nov 2010 - Jan 2011

Risk Analyst, Treasury Intern

Obopay
  • Risk Analyst (Summer 2008)
  • Wrote prospective market reports on several international markets, including regulatory and legal analyses, demographic information, and economic feasibility analyses.
  • Systematized Obopay’s ACH documentation and velocity limits.
  • Proofread several PRDs and Risk Compliance documents.Treasury Intern (Summer 2007)
  • Managed Obopay’s credit card chargebacks and performed a comprehensive analysis of historical credit card fraud, providing several recommendations which, upon implementation, have reduced the risk posed to Obopay and.
  • Located and traced over $10,000 of recoverable funds while analyzing cases of credit card fraud.
Jun 2007 - Aug 2008
4 education records

Andy Moran education

Cfp Coursework

Boston Institute Of Finance & Kaplan Financial Education

B.A, Economics, 3.95

Ave Maria University

Activities and Societies: Ave Maria College- Student Government Treasurer (2005-2006) Ave Maria College- Student Government Freshman.

FAQ

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What company does Andy Moran work for?

Andy Moran works for Ad Astra Financial Planning.

What is Andy Moran's role at Ad Astra Financial Planning?

Andy Moran is listed as I help tech professionals make work optional and take career breaks | Fiduciary, Flat-Fee Financial Planner at Ad Astra Financial Planning.

Where is Andy Moran based?

Andy Moran is based in San Francisco Bay Area, United States, United States while working with Ad Astra Financial Planning.

What companies has Andy Moran worked for?

Andy Moran has worked for Ad Astra Financial Planning, Core Planning, Financial Planning Association (Fpa), Matrixx Software, and Mercedes-Benz Research & Development North America, Inc..

How can I contact Andy Moran?

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What schools did Andy Moran attend?

Andy Moran holds Cfp Coursework from Boston Institute Of Finance & Kaplan Financial Education.

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