Bill Holliday, CFP®, AIF®, CSRIC™
Bill is a Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), Chartered Sustainable Responsible Impact Investing (SRI) Counselor (CSRIC™), a member of NAPFA, Social Investment Forum, Green America, and the First Affirmative Financial Network. He is a principal with Impact Financial Planners in Los Angeles and Honolulu.
Bill is passionate about Sustainable, Responsible, Impact Investing. He believes real change can be made through investments without sacrificing returns. He hosts the Impact Financial Planners video, podcast, and blog to educate and encourage people to invest in-line with their values.
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 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 is involved with several business development projects in Mexico, including Virtual Help.
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 loves technology and continuously looks for new programs to improve his clients’ experience.
Bill has a wife (from northern Mexico) and two daughters. He is fluent in Spanish.
9375 E Shea Boulevard, Suite 100
Scottsdale, AZ 85260
When you work with one of our Impact Financial Planning Firms, you are working with a fee-only (fiduciary) financial advisor who specializes in Sustainable, Responsible, Impact Investing.