About Us

Bill Holliday CFP fee only certified financial planner NAPFA

Bill Holliday, CFP

Bill Holliday is a Certified Financial Planner (CFP); a member of National Association of Professional Financial Advisers (NAPFA), Financial Planning Association (FPA), Social Investment Forum; host of the Socially Responsible Investing 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).

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, …

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.  Sylvia is Bill’s mother.

Please contact us for a free meeting with no obligation.  We are located in Tucson, Arizona but have clients throughout the US.