Bill Holliday, CFP

Bill Holliday, CFP

Certified Financial Planner (CFP)

Bill Holliday is a Certified Financial Planner (CFP), a member of National Association of Professional Financial Advisers (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 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. He is fluent in Spanish. 

Bill loves technology and is continually working to improve his clients’ experience through new software.

Jason Pfau

Jason Pfau

Financial Planner

Jason started his career in the financial services industry in 2012 and has both banking and brokerage experience. He enjoys helping his client’s meet their financial goals and educating them so they are empowered to make informed decisions. His interest in financial planning increased dramatically after obtaining his brokerage licenses in 2015. He will be working toward obtaining his CFP certification and building relationships with clients.

Jason graduated from the Berklee College of Music in Boston, MA with a degree in Guitar Performance and was born and raised in Oregon. He loves coffee, photography, and all things outdoors. His wife is an RN and Tucson native, and he has a daughter born in 2010.

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.
Marcela Mendoza

Marcela Mendoza

Para-Planner

Marcela is a graduate from Nogales High School with honors. She lives in Nogales and is completely bi-lingual in English and Spanish. She was born in El Salvador and moved to Nogales in 2005.

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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