Eric Maldonado

CFP®, MBA, CKA®

Aquila Wealth Advisors

Owner

I can work with clients anywhere!

Eric Maldonado

CFP®, MBA, CKA®

Aquila Wealth Advisors

Owner

As a fee-only financial planner, my focus is to offer wise financial advice to help you achieve your life goals. - Eric Maldonado, CFP®, MBA, CKA®

(805) 250-4552

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

Eric Maldonado is a San Luis Obispo, CA fee-only financial planner. Aquila Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eric Maldonado is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Specialties

  • 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:

  • 3940-7439 Broad St
    San Luis Obispo, CA 93401

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