Bill Holliday is a Certified Financial Planner (CFP), a member of National Association of Professional Financial Advisers (NAPFA), Social Investment Forum, Green America, and the First Affirmative.  He hosts the Impact Financial Planners Podcast and is the volunteer director of a non-profit organization that works in northern Mexico to install solar energy at schools and medical facilities (ProMex Group).  He received his BS in engineering from Lehigh University and his MS from Purdue University.

Bill started the fee only financial planning firm AIO Financial in 2004.  As a fee only financial planner, he does not earn commissions or sell any products.  He works with clients, as a fiduciary, to represent their best financial interest with 100% loyalty.

Bill works with individuals on areas including: investment management, retirement planning, taxes, insurance, estate planning, spending plans and education planning. Bill specializes in Socially Responsible Investing, also known as Impact Investing; Environmental, Social, Governance (ESG) Investing, Sustainable Investing, Ethical or Green Investing. Socially Responsible Investing is an investment strategy seeking to maximize both financial return and social good.  You can use ESG factors in your investment decisions without sacrificing return on your investments.

Bill is fluent in Spanish.

 

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AIO Financial, 520-325-0769

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