Bill Holliday, CFP®, AIF®, CSRIC™
Certified Financial Planner (CFP®)
Bill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered Sustainable Responsible Impact Investing (SRI) Counselor (CSRIC™), a member of National Association of Professional Financial Advisers (NAPFA), US Social Investment Forum (USSIF), Green America, and the First Affirmative Network.
He hosts the AIO Financial and Expat Planners video, podcast and blog series.
Bill is the volunteer director of a charitable organization that provides support to Mexican communities in need called ProMex Group.
Bill volunteers with No More Deaths to provide assistance to migrants in Mexico. He lives in Tucson, Hermosillo and Guadalajara.
He received his BS in engineering from Lehigh University and his MS from Purdue University. Bill served in the Peace Corps in Nicaragua small business development group. He is fluent in Spanish.
Bill loves technology and is continually working to improve his clients’ experience through new software.
Kataya Plett, WMS™
Financial Advisor
Kataya has been working in the financial services field since 2017 and joined AIO Financial as an advisor in 2021. She is a Wealth Management Specialist who graduated from Tucson College. In her free time, she enjoys getting involved with community projects and events.
Val Mendoza
Financial Advisor
Val has been helping people with their finances since 2019. She has been an advisor with AIO Financial since 2021.
Val loves to travel and learn different languages. She is fluent in English and Spanish and wants to become fluent in German. During her free time, Val loves to read and spend time with her family and friends. Val was born in El Salvador but grew up on the US Mexican border. She now lives in Nogales.
Alessandra Heredia
Receptionist
Alessandra started with AIO Financial in 2021. She is our bilingual receptionist in Tucson, AZ. She is in charge of answering the phone, emails, as well as greeting our clients when meeting in person. She was born in Nogales, Arizona but has lived in Tucson most of her life. Alessandra loves spending time with her family and her dogs on her free time.
Argentina Rangel
Para-Planner
Argentina has been with AIO Financial since 2010. She is in charge of the back office. She handles accounting, appointment reminders, meeting preparation and meeting follow up. She has a bachelors from the University of Hermosillo. Argentina has 3 kids.
Pamela Mendoza
Para-Planner
Pamela has been a paraplanner with AIO since 2020.
Pame loves to cook and practice different sports. During her free time, she loves to spend time with her family and her cat Frida. She also enjoys traveling and visiting coffee shops.
In 2015, Pame graduated from Universidad Durango Santander in Mexico, for Enterprise Management.
Pame was born in El Salvador, but grew up on the US Mexican border. She now lives in Hermosillo.
Ivan Sanchez
Head of Marketing
Ivan studied computer science in University of Sonora. He lives in Caborca and is completely bi-lingual in English and Spanish. Worked as a software developer since 2016 after college and started working with our team on 2021 where he got interested on finances and is now helping on creating our program for Spanish speaking people.
Zayra Figueroa
Social Media Marketer
Zayra studied digital arts & design, Her specialty is Digital Marketing, publicity and social media. Bi-lingual in English and Spanish. Lives in Caborca and has been working as a Marketing and commercial illustrator since 2017 with clients from all around the country.
In her free time, she enjoys getting involved with art projects and create her own digital and physical art.
Siu Castro
Chief Operations Officer
Siu has 20 years of experience in management with several factories in Mexico. He joined AIO Financial in 2021 and is responsible for the operations of the company included human resources, compliance, and accounting.
Expat Planners is a fee only financial planning firm held to a fiduciary duty. We do not receive commissions or sell products.
is a division of
Guadalajara, Mexico
Tucson, AZ
6700 N Oracle Road
Suite 119
Tucson, AZ 85704
(520) 325-0769
Hermosillo, Mexico
Los Angeles, California
433 N. Camden Drive, 6th Floor
Beverly Hills, CA 90210
+1 (424) 358-5410
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