Aiofinancial logo
  • AIO Financial
  • Services
    • Investment Management
    • Retirement Planning
    • Tax Planning
    • Insurance Analysis
    • Estate Planning
  • Fees
  • Blog
  • About
    • FAQ
    • Testimonial
    • Impact Investing
    • Expat Financial Planning
    • Bilingual Advisory Services
  • Resources
    • SRI eBook
    • Expat eBook
  • Contact
    • Schedule
    • Bill Holliday
    • Alex Sánchez
    • Larissa Chaira

Free Consultation



Info@aiofinancial.com



888-939-1733

Plant-based & Climate Vegan ETF EATV

Plant-based & Climate Vegan ETF EATV

by AIO | Apr 5, 2023 | Climate Change, Impact Inveting, Podcast, Socially Responsible Investing, SRI

Revolutionizing Investing for Climate and Impact: The VegTech™ Plant-Based Innovation & Climate ETF Introduction: In this engaging podcast episode, Bill Holiday sits down for an enlightening interview with Elysabeth Alfano, the CEO/CMO of VegTech™ Invest and the...
US SIF Sustainable Investing Trends Report

US SIF Sustainable Investing Trends Report

by AIO | Mar 12, 2023 | Impact Inveting, Podcast, Shareholder Advocacy, Socially Responsible Investing

In this episode, I interview Chris Phalen about the USSIF 2020 Sustainable Responsible Impact Investing trends report. Christopher Phalen serves as Research Manager at US SIF. He is responsible for leading research product output such as issue report, blog posts and...
SRI ESG Conference

SRI ESG Conference

by AIO | Feb 8, 2023 | Community Investing, Impact Inveting, Podcast, Socially Responsible Investing

https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2019/11/SRI-ESG-Conference-Audio.mp3Podcast: Play in new window | Download I attended the 2019 Sustainable, Responsible, Impact Investing (SRI) conference which took place in Colorado...
Retired and Volunteering on the Mexican Border

Retired and Volunteering on the Mexican Border

by AIO | Jan 12, 2023 | Charity, Impact Inveting, Podcast

https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2020/07/Jim-Marx-NMD-podcast-1.mp3Podcast: Play in new window | Download Background Where are you from? I am originally from a little town in Minnesota – St. Michael, Minnesota. I left that...
Giving Green – Recommendations to Effectively Fight Climate Change

Giving Green – Recommendations to Effectively Fight Climate Change

by AIO | Jan 8, 2023 | Climate Change, Impact Inveting, Podcast

https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2020/10/Giving-Green-podcast-.mp3Podcast: Play in new window | Download Dan Stein is the Chief Economist at IDinsight. As Chief Economist, Dan is responsible for setting and maintaining...
The Coalition for Rainforest Nations – Effectively fighting Climate Change

The Coalition for Rainforest Nations – Effectively fighting Climate Change

by AIO | Jan 7, 2023 | Climate Change, Impact Inveting, Podcast

https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2020/10/Coalition-Rainforest-podcast-aio.mp3Podcast: Play in new window | Download The Coalition for Rainforest Nations shows up as one of the most efficient ways to fight climate...
« Older Entries
Next Entries »

Partner with us to pursue your financial goals.

Invest in a sustainable future.

Connect with us today!

Schedule a free meeting


www.aiofinancial.com



info@aiofinancial.com



Tucson, AZ (520) 979-2213



Las Vegas, NV (702) 848-3033



Boulder, CO (720) 779-0275



Rochester, NY (888) 939-1733



Los Angeles, CA (424) 358-5410



Seattle, WA (425) 528-0877

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Expat Financial Planning

Investment Management

Wealth Management

Retirement Planning

Tax Planning

Estate Planning

Effective Altruism

Insurance Analysis

Impact Investing

FAQ

Los Angeles

Tucson

Bilingual Advisors

Las Vegas

Boulder

Seattle

Rochester

Resources

  • Follow
  • Follow
  • Follow
  • Follow

Copyright © 2026 AIO Financial. All Rights Reserved.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AIO Financial, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by AIO Financial, LLC, a Registered Investment Advisor with the SEC.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where legally permitted. All written

content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions.