Bill Holliday, CFP®, AIF®, CSRIC™

Certified Financial Planner™

He/him

Fee-only financial advisors specializing in SRI

6700 N Oracle Road, Suite 119
Tucson AZ, 85704
Phone: (520) 325-0769

1003 Bishop Street, Suite 2700
Honolulu, HI 96813
Phone: (808) 731-8659

4845 Pearl East Circle
Boulder, CO 80301
Phone: (720) 779-0275

800 W Main Street
Boise, ID 83702
(208) 408-0377

11810 E Sahara Ave. #100
Las Vegas, NV 89104
(702) 848-3033

777 E Tahquitz Canyon Way
Palm Springs, CA 92262
(760) 316-5977

bill@aiofinancial.com

https://aiofinancial.com

Specialty:

AIO Financial is an independent Fee-Only comprehensive financial planning firm specializing in Sustainable, Responsible, Impact Investing. We do not accept commissions or sell products. 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 work with clients on investment management, retirement planning, tax planning, estate planning, and reviewing insurance.

Professional Focus and Services:

We use three programs to evaluate the impact of your investments:

  • YourStake.org – to evaluate and compare portfolios. Provides several presentations to make the impact easy to understand.
  • Ethos.so – a platform to evaluate portfolios and funds based on the UN Sustainability Goals.
  • Morningstar Office – provides a Sustainability rating and rates factors such as climate change, community investing, gender & diversity, executive compensation, board governance, human and workers’ rights, etc. 

Professional Affiliations:

  • Member and President of the local chapter of National Association of Professional Financial Advisers (NAPFA)
  • Member of US Social Investment Forum (US SIF)
  • Member of Green America
  • Member of Green Chamber of Commerce

Education and Experience:

  • Chartered SRI Counselor (CSRIC™): College for Financial Planning, 2021
  • Accredited Investment Fiduciary (AIF®): Fi360, 2020
  • Certified Financial Planner (CFP®) College for Financial Planning, 2009
  • Began working for AIO Financial, LLC (formerly Financial Freedom Associates, LLC), 2004
  • M.S. Master of Science in Engineering, Purdue University, 1992 
  • B.S. Bachelor of Science Degree in Engineering, Lehigh University, 1990

Community Involvement:

Bill served in the Peace Corps in Nicaragua from 2002 to 2004. He then lived in Mexico to help establish a micro-credit operation before joining AIO Financial.

Bill is the volunteer director of a charitable organization that aids Northern Mexican communities in need called ProMex Group. He volunteers with No More Deaths to aid migrants in Mexico. Bill is fluent in Spanish.

Personal Message:

Bill hosts the Impact Financial Planners video-podcast-blog series and is the author of “The Sustainable, Responsible, Impact Investing Guide.” He uses the latest technology to improve his clients’ experience.

Disclaimer:

Bill Holliday is an Investment Advisor Representative of First Affirmative Financial Network, LLC. First Affirmative Financial Network is a Registered Investment Advisor (SEC File #801-56587).

The credentials (CFP®) and (AIF®) listed above bear trademarks.