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).

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 are located in Tucson, Arizona but have clients throughout the US.