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.
Kataya Plett, WMS™
Financial Advisor
Val Mendoza
Financial Advisor
Val has been helping people with their finances since 2019.
Linda Stratton, CFP®, EA, MBA
Certified Financial Planner (CFP)
Linda has been a financial advisor since 2004. She started her own firm (Stratton Advisors) in 2005. Linda received her MBA from Northern Arizona University. She received her Certified Financial Planner (CFP) designation in 2007. She is an Enrolled Agent (EA) allowing her to represent taxpayers before the Internal Revenue Service (IRS) for tax issues including audits, collections and appeals.
Linda a member of the Alliance of Comprehensive Planners (ACP) and National Association of Personal Financial Advisors (NAPFA). She is active with the Rotary club.
Siu Castro
Chief Operations Office
Siu has 20 years of experience in management with several factories in Mexico. He joined AIO Financial in 2021 and is responsible for compliance and the operations of the company.
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.
Marcela Mendoza
Para-Planner
Marcela is a graduate from Nogales High School with honors. She lives in Nogales and is completely bi-lingual in English and Spanish. She was born in El Salvador and moved to Nogales in 2005.
Pamela Mendoza
Paraplanner
Pamela has been a paraplanner with AIO since 2020.
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Beverly Hills, CA
(424) 358-5410
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