Certified Financial Planner (CFP)
Bill Holliday is a Certified Financial Planner (CFP), a member and president of the local chapter of National Association of Professional Financial Advisers (NAPFA), Social Investment Forum, Green America, and the First Affirmative Network.
He hosts the AIO Financial Podcast, Impact Financial Planners Podcast and Blog. Bill is the director of a charitable organization that provides support to Mexican communities in need called ProMex Group. He volunteers with Junior Achievement, teaching basic finance and entrepreneur basics to high school kids.
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.
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 will be working toward obtaining his CFP certification and building relationships with clients.
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.
Sylvia L. Matteson
Senior Financial Planner
We get asked this often: Bill is Sylvia’s son and AIO stands for All In One. We chose All In One because we are comprehensive financial advisors and work with people on investments and retirement planning, taxes, insurance, education planning, and any other financial issue.
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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