Bill Holliday

Bill Holliday

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 and Impact Financial Planners video, podcast and blog series. 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 Pfau

Jason Pfau

Financial Planner

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

Sylvia L. Matteson

Senior Financial Planner

Sylvia started as a Financial Planner in 1981, receiving her Certified Financial Planner (CFP) designation in 1984. Sylvia was a member of the Financial Planning Association (FPA) and National Association of Professional Financial Advisors (NAPFA) for over 30 years.  She was a Senior Financial Planner in New York and Arizona before starting AIO Financial.

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.

Impact Financial Planners is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

1860 East River Road, Suite 112
Tucson, AZ 85718
(520) 325-0769
3260 N Hayden Road, Suite 210
Scottsdale, AZ 85251
(480) 447-7790
4640 Admiralty Way, Suite 500
Marina del Rey, CA 90292
(424) 358-5410

516 E Whitehouse Canyon Rd
Green Valley, AZ 85714
(520) 325-0769

Get a free Sustainable, Responsible, Impact Investing Guide

Sri ebook cover portrait 232x300

Learn about making an impact with your investments without sacrificing returns.

AIO Financial, 520-325-0769

Powered by ConvertKit
Share This