ABOUT US
About Company
We are a team of professionals committed to navigating our clients through financial planning stress. Everyone dreams of a secure and wealthy future, and we want to help each of our clients achieve their future financial goals.
While we understand every client requirement is unique, so we adapt accordingly. Our services include everything that a person seeks when it comes to managing finances. From investment management to estate planning, we are here to provide you with guidance at every step of the way. We provide various services, including investment management, insurance analysis, retirement planning, tax planning, impact investing, etc.
OUR MISSION
“Empower individuals to achieve financial security and peace of mind.”
Regardless of background or financial situation, everyone has a right to high-quality financial counseling and services. Because of this, we work hard to keep our services accessible and reasonable.
OUR VISION
“Build a world where everyone has the tools and knowledge to build a secure financial future.”
By offering specialized guidance and solutions that address clients’ particular needs and objectives, we strive to be a reliable partner for our customers.
OUR STRATEGY
“Deliver the best experience possible by fusing personalized service with innovative solutions.”
To find the greatest prospects accessible, we make use of the latest information and customer needs.
Our Team
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.
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.
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.
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.
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
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.
Our Partners
