Bill

Holliday

CFP®, AIF®, CSRIC™

Fee-Only

Comprehensive Planning

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.

FIRM

AIO Financial

FEE MODEL

Fee-only

ACCOUNT MINIMUM

$100K+

BACKGROUND

Engineering · Peace Corps

LANGUAGES

English, Spanish

ALSO

Impact Financial Planners podcast & book

Professional focus & services

AIO Financial is an independent, fee-only comprehensive financial planning firm specializing in Sustainable, Responsible, Impact Investing. We help you formulate a unified plan across investment management, retirement, tax, estate planning, and insurance review.We use three programs to evaluate the impact of your investments: YourStake.org (easy-to-understand impact comparisons), Ethos.so (portfolios vs. the UN Sustainability Goals), and Morningstar Office (sustainability ratings across climate, community investing, diversity, governance, and workers' rights).

Education & Experience

• Chartered SRI Counselor (CSRIC™), College for Financial Planning, 2021

• Accredited Investment Fiduciary® (AIF®), Fi360, 2020

• Certified Financial Planner (CFP®), 2009

• With AIO Financial since 2004• M.S. Engineering, Purdue University; B.S. Engineering, Lehigh University

Community Involvement

Bill served in the Peace Corps in Nicaragua (2002–2004) and helped establish a micro-credit operation in Mexico. He is volunteer director of ProMex Group, which aids Northern Mexican communities, volunteers with No More Deaths, and is fluent in Spanish. Member & President of the local NAPFA chapter; member of US SIF, Green America, and the Green Chamber of Commerce.

Personal Note

Bill hosts the Impact Financial Planners video-podcast-blog series and authored The Sustainable, Responsible, Impact Investing Guide.

Disclosure