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.
Jason started his career in the financial services industry in 2012 and has both banking and brokerage experience. He enjoys helping his client’s meet their financial goals and educating them so they are empowered to make informed decisions. His interest in financial planning increased dramatically after obtaining his brokerage licenses in 2015. He works directly with clients to help them meet their financial goals.
Jason graduated from the Berklee College of Music in Boston, MA with a degree in Guitar Performance and was born and raised in Oregon. He loves coffee, photography, and all things outdoors. His wife is an RN and Tucson native, and he has a daughter born in 2010.
Expat Planners is a fee only financial planning firm held to a fiduciary duty. We do not receive commissions or sell products.
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