Bill Holliday, Cfp®, Aif®, Csric™ Email and Phone Number
Bill Holliday, Cfp®, Aif®, Csric™ work email
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Bill Holliday, Cfp®, Aif®, Csric™ personal email
Bill Holliday, Cfp®, Aif®, Csric™ phone numbers
I'm a fee only (fiduciary) Certified Financial Planner at AIO Financial. I provide comprehensive financial planning services and specialize in Sustainable, Responsible, Impact Investing (SRI). Our services include: asset management, retirement planning, tax preparation, insurance review, and estate planning.As a fiduciary fee-only financial planner, I am only compensated by my clients - I do not sell any products and do not receive any commissions. We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.Sustianable, Responsible, Impact Investing (SRI) is an investment strategy seeking to maximize both financial return and social good. AIO Financial has extensive experience in SRI. We can help you use ESG factors in your investment decisions without sacrificing return on your investments.There are a wide range of issues that impact investors can address through Screening, Shareholder Advocacy and Community Investing including: climate change, executive compensation, political compensation, supply chain conditions, and board diversity.I am the executive director of a non-profit that works to improve conditions in Mexico (ProMex Group).My wife is from northern Mexico and we spend a good part of each year there to support charitable projects.Specialties: investment management, retirement planning, SRI, expat (US-Mexico) finances, Spanish speaking
Aio Financial
View- Website:
- aiofinancial.com
- Employees:
- 4
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Fee Only Financial Planner, Sustainable Responsible Impact InvestingAio Financial May 2004 - PresentTucson, Arizona AreaAIO Financial is a comprehensive fee-only financial planning firm. We advise and educate our clients on all aspects of their personal finances including: investments, retirement, taxes, estate plan, and insurance.We do not sell any products or receive any commissions – so we can provide you with unbiased financial service without any hidden fees. We work with many clients on Sustainable Responsible Impact Investing (SRI). SRI (also known as socially responsible, sustainable, socially conscious, and ethical investing) continues to grow at a faster pace than conventional investment assets under professional management. The idea is to invest in-line with your values – to vote with your investments and make real changes from these investments.We provide the AIO Financial, Impact Financial Planners, Expat Planners, and Tus Financieros podcasts.
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Fee Only Financial Planner, Impact Investing AdvisorImpact Financial Planners Jan 2003 - PresentLas Vegas, Nevada AreaFinancial Advisor at Impact Financial Planners, a fee-only, independent, comprehensive financial planning firm. We work with clients in the LA area, Las Vegas, Albuquerque, El Paso, Boulder, Boise, Phoenix, Rochester, Charlotte, Tucson area and throughout the US. We are held to a fiduciary duty, we do not sell financial products or receive commissions so you can be sure we are providing unbiased recommendations in your best interest. We specialize in Sustainable, Responsible, Impact Investing - allowing you to invest in-line with your values. -
Executive DirectorPromex Group Jan 2004 - Jun 2020Nogales, Sonora, MexicoProMex Group strives to alleviate poverty and economically forced migration by supporting Effective Altruism in Mexico. We support organizations that are efficiently improving conditions in Mexico and we support emergency aid during times of crisis. -
Project Manager, Socially Responsible InvestingPromex Group 2003 - 2004Nogales, Sonora, MexicoI worked full time in Nogales, Sonora for a year to set up a micro-finance project in northern Mexico. The microcredit project was started with a grant from USAID and CRS. The objective was to provide an alternative for poor people who may otherwise make the dangerous illegal border cross into the US. Small loans (and other financial support) are provided to help grow or start businesses.Part of the project was to set up a social investment fund where people can lend to the project to grow its reach. The social investment fund is a community investment opportunity which is a strategy of Socially Responsible Investing.
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Small Business Volunteer - NicaraguaPeace Corps 2001 - 2003Somoto, NicaraguaI helped support small businesses in a small community in northern Nicaragua. I was first exposed to microcredit in Nicaragua and have been working on microfinance projects since that time. Microcredit can be a community investing opportunity for socially conscious investors - a strategy of Socially Responsible Investing.
Bill Holliday, Cfp®, Aif®, Csric™ Skills
Bill Holliday, Cfp®, Aif®, Csric™ Education Details
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Certified Financial Planner -
Mechanical Engineering -
Mechanical Engineering
Frequently Asked Questions about Bill Holliday, Cfp®, Aif®, Csric™
What company does Bill Holliday, Cfp®, Aif®, Csric™ work for?
Bill Holliday, Cfp®, Aif®, Csric™ works for Aio Financial
What is Bill Holliday, Cfp®, Aif®, Csric™'s role at the current company?
Bill Holliday, Cfp®, Aif®, Csric™'s current role is Certified Financial Planner | Accredited Investment Fiduciary | Chartered Sustainable Responsible Impact Investing (SRI) Counselor | Retirement Planning | Expat Financial Planning.
What is Bill Holliday, Cfp®, Aif®, Csric™'s email address?
Bill Holliday, Cfp®, Aif®, Csric™'s email address is bi****@****ial.com
What is Bill Holliday, Cfp®, Aif®, Csric™'s direct phone number?
Bill Holliday, Cfp®, Aif®, Csric™'s direct phone number is +152097*****
What schools did Bill Holliday, Cfp®, Aif®, Csric™ attend?
Bill Holliday, Cfp®, Aif®, Csric™ attended College For Financial Planning, Purdue University, Lehigh University.
What skills is Bill Holliday, Cfp®, Aif®, Csric™ known for?
Bill Holliday, Cfp®, Aif®, Csric™ has skills like Alternative Investments, Estate Planning, Financial Advisory, Leadership, Financial Planners, Personal Tax Planning, Fixed Annuities, Fixed Income, Insurance, Retirement Planning, Financial Planning, Microcredit.
Who are Bill Holliday, Cfp®, Aif®, Csric™'s colleagues?
Bill Holliday, Cfp®, Aif®, Csric™'s colleagues are Ivan Sanchez Reyes, Zayra Figueroa, Luis Sanchez, Alessandra Heredia.
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