About Us

Bill Holliday CFP certified financial planner
Bill Holliday, CFP

Bill Holliday is a Certified Financial Planner (CFP); a member of National Association of Professional Financial Advisers (NAPFA), Social Investment Forum, Green America, and the Green Chamber of Commerce; host of the Values Investor Podcast; and the director of ProMex Group (charitable micro-credit for Mexico).  He started providing financial services with AIO Financial in 2004.  Bill speaks Spanish (se habla español).

We get asked this often: Bill is Sylvia’s son and AIO stands for All In One.  We chose All In One because we are comprehensive financial advisors and work with people on investments and retirement planning, taxes, insurance, education planning, socially responsible investing, …

You can see some Testimonials for AIO Financial.

Sylvia Matteson CFP fee only financial planner NAPFA
Sylvia L Matteson, CFP

Sylvia L. Matteson started as a Financial Planner in 1981, receiving her Certified Financial Planner (CFP) designation in 1984.  Sylvia is a member of the Financial Planning Association (FPA), the National Association for Female Executives, National Association of Professional Financial Advisors (NAPFA), the Social Investment Forum and Co-op America.

Please contact us for a free meeting with no obligation.  We travel between Tucson, Phoenix, and San Diego – and have clients throughout the US.


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By AIO Financial, a fee only financial planning firm specializing in Socially Responsible Investing.

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