Certified Financial Planner (CFP)
Bill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered SRI Counselor (CSRIC), a member of the National Association of Professional Financial Advisors (NAPFA), US Social Investment Forum (USSIF), Green America, and the First Affirmative Network.
He hosts the AIO Financial and Impact Financial Planners video, podcast, and blog series. Bill is the author of the “Sustainable, Responsible, Impact Investing Guide.”
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 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). Bill is fluent in Spanish and spends part of each year living in Mexico.
Bill loves technology and is continually working to improve his clients’ experience through new software.
Head of Marketing
Ivan studied computer science in University of Sonora. He lives in Caborca and is completely bi-lingual in English and Spanish. Worked as a software developer since 2016 after college and started working with our team on 2021 where he got interested on finances and is now helping on creating our program for Spanish speaking people.
Social Media Marketer
Zayra studied digital arts & design, Her specialty is Digital Marketing, publicity and social media. Bi-lingual in English and Spanish. Lives in Caborca and has been working as a Marketing and commercial illustrator since 2017 with clients from all around the country.
In her free time, she enjoys getting involved with art projects and create her own digital and physical art.
Chief Operations Officer
Siu has 20 years of experience in management with several factories in Mexico. He joined AIO Financial in 2021 and is responsible for the operations of the company included human resources, compliance, and accounting.