Bill Holliday, CFP®, AIF®, CSRIC™
Certified Financial Planner (CFP®)
Bill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered Sustainable Responsible Impact Investing (SRI) Counselor (CSRIC™), a member of National Association of Professional Financial Advisers (NAPFA), US Social Investment Forum (USSIF), Green America, and the First Affirmative Network.
He hosts the AIO Financial and AMA Financial Advisors video, podcast and blog series.
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.
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.
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.
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