About: Certified Financial Planners, Fee Only, Fiduciary, Financial Advisors

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.

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 works directly with clients to help them meet their financial needs.

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.

Jed Wortman

Financial Planner

Jed’s career in the financial services industry began in 2005, with a position he took for a mutual fund company after he graduated from college. It afforded him the opportunity to do what he loved – helping people. He learned a lot from that experience, and it ignited a passion he has had for the industry ever since.

In addition to mutual funds, Jed also has extensive brokerage experience, where he focused on investment management solutions and client service. He loves building relationships, working with clients, and ensuring their experience is a positive one.

Jed graduated from the University of Arizona and majored in Marketing. He loves animals, sports, reading, and spending time in nature.

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

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

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.

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.

