Fee Structure:
- AUM
- Fixed/flat
Fee Only? yes
About Me
Top Issues
Environment
Equal Opportunity
Human Rights
Bill Holliday is a Certified Financial Planner (CFP), a member National Association of Professional Financial Advisers (NAPFA), Social Investment Forum, Green America, USSIF and the First Affirmative Network.
He hosts the Impact Financial Planners and AIO Financial podcasts. 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. Bill also volunteers with No More Deaths, providing assistants 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. He is fluent in Spanish. Bill continuously works to improve his clients’ experience by using the latest technology.