Bill Holliday (AIF®, CFP®, MS)
Bill Holliday focuses in the
following client markets or areas of practice:
- ExPat and Cross Border Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Socially Responsible Investments
- ExPat and Cross Border Issues
- 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 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
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.