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, and the First Affirmative Network.
He hosts the AIO Financial and Impact Financial Planners video, podcast, and blog series. Bill is the author of the “Sustainable, Responsible, Impact Investing Guide.”
Bill is the volunteer director of a charitable organization that provides support to Mexican communities in need called ProMex Group. Bill volunteers with No More Deaths to provide assistance to migrants in Mexico.
He received his BS in engineering from Lehigh University and his MS from Purdue University. Bill served in the Peace Corps in Nicaragua (small business development group). Bill is fluent in Spanish and spends part of each year living in Mexico.
Bill loves technology and is continually working to improve his clients’ experience through new software.
Kataya Plett
Financial Advisor
Val Mendoza
Financial Advisor
Val has been helping people with their finances since 2019.
Linda Stratton, CFP, EA, MBA
Certified Financial Planner (CFP)
Linda has been a financial advisor since 2004. She started her own firm (Stratton Advisors) in 2005. Linda received her MBA from Northern Arizona University. She received her Certified Financial Planner (CFP) designation in 2007. She is an Enrolled Agent (EA) allowing her to represent taxpayers before the Internal Revenue Service (IRS) for tax issues including audits, collections and appeals.
Linda a member of the Alliance of Comprehensive Planners (ACP) and National Association of Personal Financial Advisors (NAPFA). She is active with the Rotary club.
Argentina Rangel
Para-Planner
Marcela Mendoza
Para-Planner
Pamela Mendoza
Paraplanner
Pamela has been a paraplanner with AIO since 2020.
Siu Castro
Chief Operations Office
Siu has 20 years of experience in management with several factories in Mexico. He joined AIO Financial in 2021 and is responsible for compliance and the operations of the company.
AIO – 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, and any other financial issue.
CFP
The Certified Financial Planner designation requires:
- Complete a CFP Board-registered education program consting of classes in: investing, taxes, retirement planning, insurance, estate planning and regulations.
- Pass the two day CFP® exam.
- Hold or earn a bachelor’s degree from an accredited university or college within five years of passing the CFP® exam.
- Demonstrate financial planning experience. This can be professional experience (6,000 hours) in relevant personal financial planning activities.
- Pass CFP Board’s Candidate Fitness Standards. To do this, you must agree to adhere to their ethical standards.
- CFP® professionals are required to complete 30 hours of continuing education (CE) each reporting period.
Disclosure Brochure
Form ADV Part 2A – This Brochure describes the qualifications and business practices of AIO Financial, LLC. It is designed to comply with new disclosure rules promulgated by the Securities and Exchange Commission (SEC) in July 2010.
Client Relationship Summary
Form ADV Part 3 – This is a two page summary of the AIO Financial, LLC advisory practice.
AIO Financial is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.
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