Fee Only Financial Planners

specializing in Socially Responsible Investing

Call us now
(520) 325-0769

Financial Planner Advisor Tucson

Fee Only Financial Planners - specializing in Socially Responsible Investing

About Us

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).

investment adviser, asset advisor, wealth manager

Bill Holliday, 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.

CFP Tucson financial advisor

Sylvia L Matteson, CFP

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

 



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AIO Financial operates Socially Responsible Investing Hub
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