Bill Holliday, CFP

Certified Financial Planner™

Professional Focus and Services

AIO Financial is an independent Fee-Only comprehensive financial planning firm specializing in Socially Responsible Investing. We DO NOT ACCEPT COMMISSIONS or SELL PRODUCT.  We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.  We are comprehensive financial planners helping you formulate a unified plan.  We can work with you in a variety of ways, depending on your needs.
 
Professional Affiliations
  • member and president of the local chapter of National Association of Professional Financial Advisers (NAPFA)
  • member of Green America
  • member of the Green Chamber of Commerce

Education and Experience

  • BS from Lehigh University
  • MS from Purdue University
  • CFP from College for Financial Planning
Community Involvement
 
Bill is the director of the non-profit ProMex Group (promexgroup.org) which works to reduce poverty and economically forced migration by providing disadvantaged Mexicans with access to capital and education to grow businesses in northern border cities of Mexico.
 
Personal Notes
 
Bill is fluent in Spanish
 

Disclaimer

Bill Holliday subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisor representative of First Affirmative. First Affirmative is not an affiliate or subsidiary of AIO Financial. First Affirmative Financial Network, LLC, is an investment advisory firm (SEC # 801-56587) which is a wholly owned subsidiary of FOLIOfn, Inc., specializing in sustainable responsible, impact investing.  
 
The credential CFP® listed above bears trademarks.