Fee-Only Financial Planning
Specializing in Cross-Border PlanningExpat Planners offers guided trips to Mexico and Spain, ideal for Americans seeking remote work opportunities, retirement options, or assisted living services.
AIO Financial is a fee-only fiduciary firm dedicated to providing expert advice in retirement planning, investment management, tax strategies, estate planning, and insurance.
With clients across the U.S., Mexico, Spain, and beyond, we specialize in crafting customized financial strategies. We manage client assets at Schwab and are fully committed to our fiduciary duty, always acting in your best interest.
Investment Management
Tax Planning
Estate Planning
Impact Investing
Our Team
With extensive experience living in both Mexico and Spain, we can help you determine if either country is the right fit for you or your loved ones. Join us on one of our Discovery Trips to explore firsthand.

Bill Holliday, CFP®, AIF®, CSRIC™
Financial Advisor

Larissa Chaira
Financial Planner

Ivan Sanchez
Financial Advisor

Luis Sanchez
Financial Advisor
Reach Us
Please Contact Us
Los Angeles, CA
433 N. Camden Drive, 6th Floor
Beverly Hills, CA 90210
(424) 358-5410
Leave A Message
info@expatplanners.com
Los Angeles, CA
433 N. Camden Drive, 6th Floor
Beverly Hills, CA 90210
(424) 358-5410


