Eric  Maldonado

Eric Maldonado

| CFP®, CKA®, MBA

Aquila Wealth Advisors

(805) 250-4552

Contact Me

Fee-Only Financial Planner located in San Luis Obispo, CA and serving clients across the country through Virtual Meetings.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

Visit Us

By Appointment and Virtual
San Luis Obispo, CA 93401

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Eric Maldonado, CFP®, MBA, CKA® is a San Luis Obispo, CA Fee-Only Financial Planner serving clients as a virtual financial advisor, locally and globally.  Aquila Wealth Advisors specializes in providing objective financial planning to help clients build, manage, and protect their assets through life's transitions. Eric Maldonado is a NAPFA-Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional, and Certified Kingdom Advisor®.

I enjoy helping business owners and future business owners align their finances with their life goals and priorities.

It is a true privilege to guide clients and their families through the difficulties and opportunities of life, to help sort through the noise, and focus on the important things.

Feel free to contact me with any questions.

Read More...

 My aim is to assist my clients in Giving, Stewarding, and Growing. Giving to the areas of life that are most important to you. Stewarding time, treasure, and talents unique to you, to reach your goals and make an impact for yourself, your family and beyond. And, growing personally, professionally, and financially to best make the use of the time and resources while you can. 

Read More...