Bill Holliday

Bill Holliday

Certified Financial Planner (CFP)

Bill Holliday is a Certified Financial Planner (CFP), a member and president of the local chapter of National Association of Professional Financial Advisers (NAPFA), Social Investment Forum, Green America, and the First Affirmative Network.

He hosts the Impact Financial Planners Podcast and posts on the blog on the Impact Financial Planners site. Bill is the director of a charitable organization that provides alternative energy to Mexican communities in need called ProMex Group.

He received his BS in engineering from Lehigh University and his MS from Purdue University. Bill is fluent in Spanish.

Jessica Olmos

Jessica Olmos

Para Planner

Jessica is a graduate of Berkeley College in New York City. She is from Arizona and loves travel. Jessica has traveled throughout the US, Latin America, Europe, Asia and Canada.

She is working on becoming a financial planner. She has a blog and interviews successful Latino entrepreneurs that are making an impact in the Latino community.

Sylvia L. Matteson

Sylvia L. Matteson

Senior Financial Planner

Sylvia started as a Financial Planner in 1981, receiving her Certified Financial Planner (CFP) designation in 1984. Sylvia was a member of the Financial Planning Association (FPA) and National Association of Professional Financial Advisors (NAPFA) for over 30 years.  She was a Senior Financial Planner in New York and Arizona before starting AIO Financial.
Argentina Rangel

Argentina Rangel

Para-Planner

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.

About Us

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, sustainable responsible impact investing (SRI), and expat financial planning.

 

When you work with AIO Financial, you work directly with Bill Holliday, CFP - a fiduciary financial planner working just for you.

Bill, a Certified Financial Planner with over 15 years of experience, is at every client meeting and responsible to insure your financial plan is properly carried out. We work with you on a comprehensive financial plan so that we are considering all aspects of your finances. 

 

Are you interested in a career with AIO Financial?  Check out our openings.

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