Andy Moran, CFP®
Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets.
Andy Moran, CFP® · Santa Rosa, California
Is this you, Andy?
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About
Andy Moran is a CERTIFIED FINANCIAL PLANNER® who spent nearly a decade as a software engineer before making the switch to financial planning. They built Ad Astra because tech professionals deserve an advisor who actually understands them and their world.
Offering flat-fee financial planning for tech professionals navigating RSUs, stock options, tender offers, IPOs, and financial independence.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Ultra high net worth
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
Services
- Alternative Investments
- Asset Allocation
- ESG/Impact Investing
- Estate Planning
- Education Planning
- Charitable Giving
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Portfolio Management
- Social Security Planning
- Wealth Management
- Retirement Planning
- Risk Management
- Stock Option Planning
- Tax Strategy
- Portfolio Rebalancing
- Philanthropic Planning
- Investment Management
- Insurance Planning
- Exit Planning
- Family Office Services
Structured record
| Name | Andy Moran, CFP® |
|---|---|
| Firm | Andy Moran, CFP® |
| Location | Santa Rosa, California |
| Fee model | Flat Fee/Retainer · Subscription |
| AUM | $100M - $500M |
| Founded | 2023 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Investment approach | Passive management · Blend of both |
| Website | https://adastrafp.com |
| /andymoranio |
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Specialties
- Crypto & digital assets
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Sustainable & impact investing
- Pension planning