Bill Holliday (AIF®, 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
  • Professional Athletes or Entertainers
  • 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 Las Vegas, NV; Honolulu, HI; Albuquerque, NM; Tucson, AZ; El Paso, TX; Phoenix,AZ; Los Angeles, CA; Stuart, FL; Palm Springs, CA: and Rochester, NY 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

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Other Offices

1003 Bishop Street, Suite 2700 Honolulu, HI 96814 Phone: (808) 731-8659
473 East Carnegie Drive San Bernardino, CA 92408 Phone: (424) 358-5410
350 10th Avenue, Suite 1000 San Diego, CA 92101 Phone: (619) 535-6554
4445 Eastgate Mall, Suite 200 San Diego, CA 92121 Phone: (619) 535-6554
4845 Pearl East Cir Ste 101 Boulder, CO 80301-6113 Phone: (720) 779-0275
50 West Broadway, Suite 300 Salt Lake City, UT 84101 Phone: (435) 538-9277
22525 SE 64th Pl, Suite 2327 Issaquah, WA 98027 Phone: (425) 528-0877
1810 E Sahara Ave, Suite 100 Las Vegas, NV 89104-3707 Phone: (702) 848-3033
811 Wilshire Boulevard, Suite 1700 Los Angeles, CA 90017 Phone: (424) 358-5410
333 H Street Chula Vista, CA 91910 Phone: (619) 535-6554
1500 Palma Dr Ventura, CA 93003-6451 Phone: (424) 358-5410
5200 Meadows Rd Ste 200 Lake Oswego, OR 97035-0086 Phone: (503) 714-3797
9375 E Shea Boulevard, Suite 100 Scottsdale, AZ 85260 Phone: (480) 447-7790
6700 N Oracle Rd, Suite 119 Tucson, AZ 85718-5961 Phone: (520) 325-0769 Fax: 888-886-1770
433 N. Camden Drive, 6th Floor Beverly Hills, CA 90210 Phone: (424) 358-5410