Bill Holliday, CFP®, AIF®, CSRIC™

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.

Argentina Rangel

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.
Marcela Mendoza

Marcela Mendoza

Para-Planner

Marcela is a graduate from Nogales High School with honors. She lives in Nogales and is completely bi-lingual in English and Spanish. She was born in El Salvador and moved to Mexico in 2005.

Expat Planners is a fee only financial planning firm held to a fiduciary duty.  We do not receive commissions or sell products.

financial advisors americans abroad

is a division of

fee only fiduciary financial advisors

Get our free Expat Financial Guide

Subscribe to get our latest from Expat Planners. We can work with you on: investments, taxes, estate planning, retirement planning, insurance, banking, and any other financial issue.

Powered by ConvertKit