Bill Holliday, CFP®, AIF®, CSRIC™

Bill Holliday, CFP®, AIF®, CSRIC™

Certified Financial Planner (CFP)

Bill Holliday is a Certified Financial Planner (CFP), Chartered Sustainable Responsible Impact Investing (SRI) Counselor (CSRIC™), Accredited Investment Fiduciary (AIF), 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. He is fluent in Spanish.

Bill loves technology and is continually working to improve his clients’ experience through new software.

impact financial planners SRI fee only

is a division of

fee only fiduciary financial advisors

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.

Tucson, AZ
(520) 325-0769
Beverly Hills, CA
(424) 358-5410
Portland, OR
(503) 714-3797
Boulder, CO
(720) 779-0275
Las Vegas, NV
(702) 848-3033
Issaquah, WA
(425) 528-0877
Share This