Aquila Wealth Advisors
Fee-Only Financial Planner located in San Luis Obispo, CA serving clients locally and across the country.
Eric Maldonado is a San Luis Obispo, CA fee-only financial planner. Advisors Aquila Wealth Advisors is a boutique-style local financial advisory firm specializing in helping families and business owners maximize profits and achieve financial freedom. As a fee-only independent financial advisor, Eric Maldonado is never paid a commission of any kind.
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.
Eric Maldonado is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Business Owners and Executives
- Retirees and Near Retirees
- Growing Families
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Eric Maldonado is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Eric Maldonado is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Eric Maldonado is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Eric Maldonado is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact Eric Maldonado
872 Higuera St.
San Luis Obispo, CA 93401