Bill Holliday, CFP®, AIF®, CSRIC™

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.

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 financial education in Mexican 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.

Val Mendoza

Val Mendoza

Financial Planner

Val has been helping people with their finances since 2019. She has been an advisor with AIO Financial since 2021.

Val loves to travel and learn different languages. She is fluent in English and Spanish and wants to become fluent in German. During her free time, Val loves to read and spend time with her family and friends. Val was born in El Salvador but grew up on the US Mexican border.  She now lives in Nogales.

Alex Sanchez

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.

In addition to working with clients on their finances, Alex helps with marketing and technical support. He enjoys investigating and improving financial planning software to help present client information in the clearest way possible.

Pamela Mendoza

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.

Pame was born in El Salvador, but grew up on the US-Mexican border. She now lives in Hermosillo.

Lupita Holliday

Lupita Holliday

Receptionist

Lupita started with AIO Financial in 2022. She is our bilingual receptionist in Tucson, AZ. She is in charge of answering the phone, emails, as well as greeting our clients when meeting in person. She was born in Caborca, Mexico but has lived in Tucson since 2003. Lupita has two daughters and likes making custom cakes.

Argentina Rangel

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.

America Sanchez

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.

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 & 2B – This Brochure describes the qualifications and business practices of AIO Financial, LLC. It is designed to provide information about AIO Financial and how we work with clients.

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