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, WMS™
Financial Advisor
Val Mendoza
Financial Advisor
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.
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.
Alessandra Heredia
Receptionist
Alessandra started with AIO Financial in 2021. 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 Nogales, Arizona but has lived in Tucson most of her life. Alessandra loves spending time with her family and her dogs on her free time.
Argentina Rangel
Para-Planner
Pamela Mendoza
Paraplanner
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 Nogales.
Ivan Sanchez
Head of Marketing
Ivan studied computer science in University of Sonora. He lives in Caborca and is completely bi-lingual in English and Spanish. Worked as a software developer since 2016 after college and started working with our team on 2021 where he got interested on finances and is now helping on creating our program for Spanish speaking people.
Zayra
Social Media Marketer
Zayra studied Digital arts & design, Her specialty is Digital Marketing, publicity and social media. Bi-lingual in English and Spanish. Lives in Caborca and has been working as a Marketing and commercial illustrator since 2017 with clients from all around the country.
In her free time, she enjoys getting involved with art projects and create her own digital and physical art.
Siu Castro
Chief Operations Officer
Siu has 20 years of experience in management with several factories in Mexico. He joined AIO Financial in 2021 and is responsible for the operations of the company included human resources, compliance, and accounting.
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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AMA Financial Advisors
Todo Inversiones
Asesores financieros para clientes que hablan español.