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

Shareholder Advocacy with First Affirmative

Shareholder Advocacy with First Affirmative

by AIO | Sep 6, 2023 | Impact Inveting, Podcast, Shareholder Advocacy, Socially Responsible Investing

Holly Testa – Director of Shareowner Engagement for First Affirmative Financial Network In this podcast and video (see video here), I interview Holly Testa, AIF, the Director of Shareowner Engagement for First Affirmative Financial Network. First...
Todd Tresidder – merits of Socially Responsible Investing

Todd Tresidder – merits of Socially Responsible Investing

by AIO | Sep 6, 2023 | Investing, Podcast, Shareholder Advocacy, Socially Responsible Investing

The SRI ESG Podcast: Challenging Conventions on Social Investing Welcome to a new era of socially responsible investing (SRI) insights, with episode number 31 of The SRI ESG Podcast brought to you by AIO Financial, your premier fee-only financial planning firm for SRI...
Socially Responsible Investing Guide

Socially Responsible Investing Guide

by AIO | Sep 6, 2023 | Podcast, Investing, Socially Responsible Investing

In this podcast I will answer the question: What is Socially Responsible Investing and how can I participate? Podcast #13 can be found below.  You can also see our video (Video) Socially Responsible Investing (SRI), also known as sustainable, socially...
Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC

Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC

by AIO | Sep 6, 2023 | Impact Inveting, Podcast, Socially Responsible Investing

https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2021/02/CSRIC-Podcast-2.mp3Podcast: Play in new window | Download In this episode, Bill interviews Jennifer Coombs. Jennifer is an Associate Professor at the College for Financial Planning,...
Morningstar Sustainability Rating for Funds

Morningstar Sustainability Rating for Funds

by AIO | Aug 12, 2023 | Podcast, Investing, Mutual Funds, Socially Responsible Investing

Navigating the Sustainable Investing Landscape: A Conversation with Morningstar’s David Harrell Welcome to another insightful episode of the Values Investors podcast with Bill Holiday. In Episode 35, proudly brought to you by AIO Financial, a trusted name in...
Green Alpha Advisors – Garvin Jabusch

Green Alpha Advisors – Garvin Jabusch

by AIO | Aug 12, 2023 | Investing, Podcast, Socially Responsible Investing

Green Alpha – Investing for the Next Economy This blog / podcast / video are an interview with Garvin Jabusch from Green Alpha asset managers. See our Video Here. Garvin is the Chief Investment Officer for Green Alpha Advisors, where he leads investment research;...
« 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.