Bill Holliday, CFP®, AIF®, CSRIC™
Bill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and Chartered Sustainable Responsible Impact Investing (SRI) Counselor (CSRIC™).
He hosts the 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.
She was born in Caborca, Mexico, studied in Hermosillo and lives in Tucson since 2003. Lupita has two daughters and likes making custom cakes.
Ivan studied computer science in University of Sonora in Hermosillo, Mexico. He lives in Caborca and is completely bi-lingual in English and Spanish.
Expat Planners helps people relocate to Mexico for inexpensive: long term care, retirement, virtual working
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