About AIO Financial
Welcome to the AIO Financial Team page. Our experienced team of fee-only financial advisors is dedicated to guiding you toward financial security with personalized, comprehensive financial planning.
With a deep understanding of investment management, retirement planning, tax strategies, and more, we are here to help you achieve your financial goals.
Our Team
Bill Holliday, CFP®, AIF®, CSRIC™
Certified Financial Planner (CFP)
Bill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered SRI Counselor (CSRIC), a member of the National Association of Professional Financial Advisors (NAPFA), US Social Investment Forum (USSIF), Green America, XY Planning Nexwork, and the First Affirmative Network.
Larissa Chaira
Financial Advisor
Larissa received her BS in civil engineering from the University of Sonora. She currently lives near the US/Mexico border and is completely bilingual in Spanish and English. Larissa started working with AIO Financial in 2023.
Alex Sanchez
Financial Advisor
Alex studied computer science at the University of Sonora. He currently lives near the US/Mexico border and is completely bilingual in Spanish and English. Alex worked as a software designer before starting with AIO Financial in 2021. He developed the AIO Financial investing course and community forum in English and Spanish.
Luis Sanchez
Financial Advisor
Luis is studying finance at the University of Sonora. He currently lives near the US/Mexico border and is completely bilingual in Spanish and English. Luis spent some time living in Vancouver, Canada before starting with AIO Financial in 2022. He directed the marketing efforts at AIO Financial before joining the advisor team.
Argentina Rangel
Paraplanner
Argentina has been with AIO Financial since 2010. She is in charge of the back office. She handles accounting, appointment reminders, meeting preparation and meeting follow up. She has a bachelors from the University of Hermosillo. Argentina has 3 kids.
Pamela Mendoza
Paraplanner
Pamela has been a paraplanner with AIO since 2020. Pame loves to cook and practice different sports. During her free time, she loves to spend time with her family and her cat Frida. She also enjoys traveling and visiting coffee shops. In 2015, Pame graduated from Universidad Durango Santander in Mexico, for Enterprise Management.
America Sanchez
Administration
America has been with AIO Financial since 2022. She works on forms, data entry and other back office tasks. She has a bachelors from the Sonora State University (UES). America has 2 kids.
Minimizing the stress of our clients
Navigating clients through financial planning
Help each of our clients achieve their future financial goals
Customized and comprehensive service
Investment management, retirement planning, tax planning, estate planning, and insurance review
OUR MISSION
“Empower individuals to achieve financial security and peace of mind.”
Regardless of background or financial situation, everyone has a right to high-quality financial counseling and services. Because of this, we work hard to keep our services accessible and reasonable.
OUR VISION
“Build a world where everyone has the tools and knowledge to build a secure financial future.”
By offering specialized guidance and solutions that address clients’ particular needs and objectives, we strive to be a reliable partner for our customers.
OUR STRATEGY
“Deliver the best experience possible by fusing personalized service with innovative solutions.”
To find the greatest prospects accessible, we make use of the latest information and customer needs.