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.  He hosts the Values Investors Podcast and is the director of the charitable micro-credit organization in Mexico called ProMex Group.  He received his BS in engineering from Lehigh University and his MS from Purdue University.  Bill is fluent in Spanish.

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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