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.
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.
Expat Planners is a fee only financial planning firm held to a fiduciary duty. We do not receive commissions or sell products.
Los Angeles, California
433 N. Camden Drive, 6th Floor
Beverly Hills, CA 90210
+1 (424) 358-5410
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