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@aiofinancial.com
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3 phones found area 520
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Bill Holliday, Cfp®, Aif®, Csric™ is listed as Certified Financial Planner | Accredited Investment Fiduciary | Chartered Sustainable Responsible Impact Investing (SRI) Counselor | Retirement Planning | Expat Financial Planning at AIO Financial, a company with 4 employees, based in Beverly Hills, California, United States. AeroLeads shows a work email signal at aiofinancial.com, phone signal with area code 520, and a matched LinkedIn profile for Bill Holliday, Cfp®, Aif®, Csric™.
Bill Holliday, Cfp®, Aif®, Csric™ previously worked as Fee Only Financial Planner, Sustainable Responsible Impact Investing at Aio Financial and Fee Only Financial Planner, Impact Investing Advisor at Impact Financial Planners. Bill Holliday, Cfp®, Aif®, Csric™ holds Certified Financial Planner from College For Financial Planning.
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AeroLeads found 1 current-domain work email signal for Bill Holliday, Cfp®, Aif®, Csric™. Compare company email patterns before reaching out.
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
Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Leadership, and 39 others.
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Tucson, Arizona Area
AIO 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.
Las Vegas, Nevada Area
Financial 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.
Nogales, Sonora, Mexico
ProMex 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.
Nogales, Sonora, Mexico
I 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.
Somoto, Nicaragua
I 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.
Other employees you can reach at aiofinancial.com. View company contacts for 4 employees →
Zayra Figueroa
Colleague at Aio FinancialCaborca Municipality, Sonora, Mexico, Mexico
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Ivan Sanchez Reyes
Colleague at Aio FinancialTucson, Arizona, United States, United States
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Luis Sanchez
Colleague at Aio FinancialHermosillo, Sonora, Mexico, Mexico
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Alessandra Heredia
Colleague at Aio FinancialTucson, Arizona, United States, United States
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Bill Holliday, Cfp®, Aif®, Csric™ works for AIO Financial.
Bill Holliday, Cfp®, Aif®, Csric™ is listed as Certified Financial Planner | Accredited Investment Fiduciary | Chartered Sustainable Responsible Impact Investing (SRI) Counselor | Retirement Planning | Expat Financial Planning at AIO Financial.
AeroLeads has found 1 work email signal at @aiofinancial.com for Bill Holliday, Cfp®, Aif®, Csric™ at AIO Financial.
AeroLeads has found 3 phone signal(s) with area code 520 for Bill Holliday, Cfp®, Aif®, Csric™ at AIO Financial.
Bill Holliday, Cfp®, Aif®, Csric™ is based in Beverly Hills, California, United States while working with AIO Financial.
Bill Holliday, Cfp®, Aif®, Csric™ has worked for Aio Financial, Impact Financial Planners, Promex Group, and Peace Corps.
Bill Holliday, Cfp®, Aif®, Csric™'s colleagues at AIO Financial include Zayra Figueroa, Ivan Sanchez Reyes, Luis Sanchez, and Alessandra Heredia.
You can use AeroLeads to view verified contact signals for Bill Holliday, Cfp®, Aif®, Csric™ at AIO Financial, including work email, phone, and LinkedIn data when available.
Bill Holliday, Cfp®, Aif®, Csric™ holds Certified Financial Planner from College For Financial Planning.
Bill Holliday, Cfp®, Aif®, Csric™ is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Leadership, Financial Planners, Personal Tax Planning, Fixed Annuities, and Fixed Income.
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