Eric Maldonado


Aquila Wealth Advisors, LLC


Eric Maldonado


Aquila Wealth Advisors, LLC


We help business owners in the first 5 years of business plan, invest, and grow. - Eric Maldonado, CFP®, MBA, CEPA®

Fee-Only Financial Planner located in San Luis Obispo, CA serving business owners locally and virtually.

Eric Maldonado, CFP® is a San Luis Obispo, CA fee-only financial planner.  Many small business owners in their first 5 years are busy growing their business and serving their customers and they don't have the time to focus on maximizing their finances on their own. At Aquila Wealth Advisors, LLC we help you transfrom your business and personal finances so you have more time, control, and peace of mind. As a fee-only independent financial advisor, Eric Maldonado is never paid a commission of any kind.

Eric Maldonado, CFP®, MBA, CEPA® 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 Exit Planning 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

Ideal Clients

  • Business Owners and Executives
  • Retirees and Near Retirees
  • Growing Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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.

  • XY Planning Network
    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.

  • Certified Exit Planning Advisor® (CEPA®)
    Eric Maldonado is a Certified Exit Planning Advisor® (CEPA®)

    The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.

  • DACFP Certificate in Blockchain and Digital Assets
    Eric Maldonado earned the Certificate in Blockchain and Digital Assets℠

    Financial professionals who hold the Certificate in Blockchain and Assets℠ issued by Digital Assets Council of Financial Professionals (DACFP) have earned the essential knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital asset management. Graduates of the Certificate program have taken the only course of its kind about this emerging ecosystem created for financial advisors by leading financial advisors.

Contact Eric Maldonado

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Office Locations:

  • 872 Higuera St.
    San Luis Obispo, CA 93401

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