CFP®, AIF®, CSRIC®™
Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing.
Bill Holliday, CFP is a fee-only fiduciary financial planner who works with clients virtually but travels at least annually to clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). AIO Financial provides comprehensive financial planning and investment management. As a fee-only, fiduciary, and independent financial advisor, Bill Holliday is never paid a commission of any kind and does not sell any products.
AIO Financial fees are based on the amount of assets that we manage for you. We assist with all other aspects of your financial well-being as part of our service, including: investment management, retirement planning, taxes, insurance, estate plan, and any other financial issue.
AIO Financial can assist clients interested in Sustainable, Responsible, Impact Investing (SRI). SRI allows investors to make a positive impact without sacrificing investment returns. Address issues such as: climate change, executive compensation, board diversity, corporate political contributions, environment, and supply chain work conditions.
We offer a free upfront meeting. You can schedule a meeting here.
Free Resources from AIO Financial
Bill Holliday is a Certified Financial Planner (CFP). a member of National Association of Professional Financial Advisers (NAPFA), Social Investment Forum, host of the Impact Investing Podcast, and the director of the non-profit ProMex Group. He started providing financial services with AIO Financial in 2004.
He hosts the AIO Financial Podcast (and AIO YouTube channel), Impact Financial Planners Podcast (and IFP YouTube channel). Bill is the director of a charitable organization that provides support to Mexican communities in need called ProMex Group. He volunteers with Junior Achievement, teaching basic finance and entrepreneur basics to high school kids.
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. He volunteers with Junior Achievement where he gives financial classes to high school kids. Bill is fluent in Spanish.
We meet with clients virtually but meet at least annually with clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). We also have many expat clients. We can share files securely and meet remotely. We are sure you will learn something new at this free meeting. Please contact us: 520-325-0769, email@example.com.
Bill Holliday is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
AIO Financial (also registered at Impact Financial Planners) is an independent fee only personal financial planning firm. We earn no commissions and sell no products. We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.
Please contact us to set up a free meeting with a fee only financial planner. We are located in Tucson, Arizona and Los Angeles, California but have clients throughout the US (and expats throughout the world).
AIO Finanical is a comprehensive financial planning firm. We work with clients on: investment management and review, retirement planning, taxes, insurance, estate planning, debt reduction and any other financial area.
We can work on an assets under management basis or hourly.
We have a general financial planning blog/podcast and YouTube channel. We also have a Sustainable, Responsible, Impact Investing (SRI) podcast/blog and YouTube channel. SRI is an investment stratagy seeking to maximize both financial return and social good. We have many clients interested in investing in-line with their values.
We have a free ebook about Sustainable, Responsible, Impact Investing and a free investment ebook.
As fee only financial planners, AIO Financial, can provide their clients with a variety of alternative investments, to keep them ahead of the market, including:
- exchange traded funds (ETF)
- mutual funds
- buffered enhanced notes
- individual stocks
- market linked CDs
- bonds (corporate, municipal)
- treasuries and CDs
- alternative investments
- untraded REITs
- limited partnerships
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Socially Responsible Investing
- Tax Planning
- Retirees and Near Retirees
- People interested in Impact investing
- Sudden Money Situations
- Medical & Education Fields and Business Owners
- Cross Border Issues
- Free Initial Meeting
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees based on assets managed
- No Product Sales
Professional Designations & Affiliations
Bill Holliday is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Bill Holliday is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Bill Holliday
1860 East River Road
Tucson, AZ 85718
1810 E. Sahara Ave
Las Vegas, NV 89104
4845 Pearl East Circle
Boulder, CO 80301
433 N. Camden Drive
Beverly Hills, CA 90210
5200 SW Meadows Road
Lake Oswego, OR 97035
22525 SE 64th Pl
Issaquah, WA 98027
333 H Street
Chula Vista, CA 91910
17011 Beach Boulevard
Huntington Beach, CA 92647