Bill Holliday CFP®, AIF®, CSRIC®
Financial Advisor
Tucson, AZ; Los Angeles, CA; Las Vegas, NV; Boulder, CO; Seattle, WA; or Anywhere (Virtual Meetings)
Bill Holliday, CFP®, AIF®, CSRIC™ a fiduciary fee-only financial planner, is committed to serving clients throughout the US and expat clients internationally. He is a comprehensive financial planner who works with clients on: retirement plans, investment management, taxes, insurance, and estate planning.
He has been a financial advisor since 2004.
Bill offers clients the ability to align their investments with their values through Sustainable, Responsible, Impact investing (SRI or ESG investing) without reducing their financial return.
After volunteering with the Peace Corps in his mid-30’s, he lived in northern Mexico and helped set up a micro-credit orgnaization. There he met his wife. They split their time between the US and Mexico. He continues to serve on the board of directors of ProMex Group.
Bill is a member of National Association of Personal Financial Advisors (NAPFA), National Association of Charitable Gift Planners (NACGP), First Affirmative Financial Network, Green Business Network, Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), Chartered Socially Responsible Investing (SRI) Counselor (CSRIC™).
He is an active hiker/backpacker and volunteers with the Sierra Club’s ICO program exposing youth to the outdoors.
What is the best part of your job?
I enjoy creating long term spending/retirement plans. Evaluating when someone can retire and how much they can spend. I like discussing long term options with clients. It’s nice when they can be reassured that their plan will work out or that they can do something different that they had not considered.
What is your best and worst financial decision?
Best financial decision: Starting to invest in early in my career. My mother was a financial advisor who started this firm in the 80’s. With her help, I bought my first stock when I was about 12 years old.
Worst financial decision: For me, it was buying a rental property. I bought it in 2005 and sold it in 2020 for very little gain. It barely made money even though it didn’t have a manager or mortgage. It took more time than I wanted to spend on keeping it occupied and organizing maintenance.
What are you working on?
I’m always looking at financial planning software to have the best client experience possible. It’s wonderful that there are new options all the time that help us provide a better service.
What's your favorite financial tip?
Don’t chase trends; stick to your strategy.
There seem to be more fad strategies promising to make you rich without any effort than every but don’t let that distract you from your goals and your plan to get there.
Expert in:
Socially Responsible Investing
Evaluating ESG (environmental, social, governance) vehicles that allow clients to invest in-line with their values through screening, shareholder advocacy, and community investing.
Expat Financial Planning
Working on the issues Americans face when they live abroad. Spending a good amount of the year in Mexico and Spain gives be a good perspective of the issues.
Retirement Planning
Tailored strategies, long-term security, income planning.
Financial Education
Empowering clients through knowledge, workshops, webinars, podcasts, videos, and blogs.
Tax Planning
Optimizing tax obligations, strategic financial decisions.
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