Bill Holliday

About Bill Holliday

I\'m a fee only (fiduciary) Certified Financial Planner at AIO Financial. I provide comprehensive financial planning services and specialize in Sustainable, Responsible, Impact Investing (SRI). Our services include: asset management, retirement planning, tax preparation, insurance review, and estate planning.As a fiduciary fee-only financial planner, I am only compensated by my clients - I do not sell any products and do not receive any commissions. We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.Sustianable, Responsible, Impact Investing (SRI) is an investment strategy seeking to maximize both financial return and social good. AIO Financial has extensive experience in SRI. We can help you use ESG factors in your investment decisions without sacrificing return on your investments.There are a wide range of issues that impact investors can address through Screening, Shareholder Advocacy and Community Investing including: climate change, executive compensation, political compensation, supply chain conditions, and board diversity.I am the executive director of a non-profit that works to improve conditions in Mexico (ProMex Group).My wife is from northern Mexico and we spend a good part of each year there to support charitable projects.Specialties: investment management, retirement planning, SRI, expat (US-Mexico) finances, Spanish speaking

Experience

1. Fee only Financial Planner, Sustainable Responsible Impact Investing

   Aio Financial Planners

   May 2004 — Present

   AIO Financial is a comprehensive fee-only financial planning firm. We advise and educate our clients on all aspects of their personal finances including: investments, retirement, taxes, estate plan, and insurance.We do not sell any products or receive any commissions – so we can provide you with unbiased financial service without any hidden fees. We work with many clients on Sustainable Responsible Impact Investing (SRI). SRI (also known as socially responsible, sustainable, socially conscious, and ethical investing) continues to grow at a faster pace than conventional investment assets under professional management. The idea is to invest in-line with your values – to vote with your investments and make real changes from these investments.We provide the AIO Financial, Impact Financial Planners, Expat Planners, and Tus Financieros podcasts.

Education

• Purdue University

  Master of Science (M.S.), Mechanical Engineering

  1990 — 1992

• Lehigh University

  Bachelor of Science (B.S.), Mechanical Engineering

  1986 — 1990

• College for Financial Planning

  Certified Financial Planner

  2004 — 2007

Skills

• Investment Management
• Microcredit
• Investment Strategies
• Alternative Investments
• Estate Planning
• Financial Services
• Retirement Planning
• Asset Management
• Financial Advisory
• Socially Responsible Investing
• Personal Tax Planning
• Business Planning
• Asset Allocation
• Mutual Funds
• Philanthropy
• Business Development
• Wealth Management
• Retirement
• Investment Advisory
• Spanish-English
• Strategic Financial Planning
• Portfolio Management
• Insurance
• Etfs
• Investments
• Personal Financial Planning
• Financial Planners
• Personal Finance
• Nonprofits
• Community Investing