Eric Maldonado


Aquila Wealth Advisors


Eric Maldonado


Aquila Wealth Advisors


Hi, I'm a Certified Financial Planner™ and I help business owners plan for financial freedom. - Eric Maldonado, CFP®, MBA

(805) 250-4552

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

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

Contact Eric Maldonado

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Office Locations:

  • 872 Higuera St.
    San Luis Obispo, CA 93401

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