Bill Holliday (CFP®, MS)

Bill Holliday focuses in the
following client markets or areas of practice:

  • ExPat and Cross Border Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Socially Responsible Investments

Planning Specialties

AIO Financial was founded in 2004 as a fiduciary fee-only financial planning firm. We provide investment management and comprehensive financial planning services. We earn no commissions and sell no products.  We work only for you, as a fiduciary.

AIO Financial works with many clients interested in Sustainable, Responsible, Impact Investing - a strategy to invest in-line with your values without sacrificing investment returns

Additional Information

We are located in Phoenix,AZ; Los Angeles, CA; Honolulu, HI; Tucson, AZ; and Green Valley, AZ and have clients throughout the US (and expats worldwide).  We can share files securely and meet remotely. We offer a free upfront meeting.

AIO has extensive knowledge about  Sustainable, Responsible, Impact Investing for clients interested in making an impact with their investments. We provide extensive retirement planning services to help insure you have a solid retirement plan.

NAPFA Start Date

March 19, 2009

Submit
Submit

This Office

3260 N Hayden Rd Ste 210 Scottsdale, AZ 85251-6651 Phone: (480) 447-7790

Other Offices

516 E Whitehouse Canyon Rd Green Valley, AZ 85614-0531 Phone: (520) 325-0769
1860 E River Rd Ste 112 Tucson, AZ 85718-5961 Phone: (520) 325-0769 Fax: 888-886-1770
4640 Admiralty Way Ste 500 Marina Del Rey, CA 90292-6636 Phone: (424) 358-5410
1003 Bishop St Ste 2700 Honolulu, HI 96813-6475 Phone: (808) 731-8659