Eric Maldonado, CFP®, MBA

Helping Near-Retirees and Business Owners Plan and Invest

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Aquila Wealth Advisors Eric Maldonado, CFP®, MBA
San Luis Obispo, CA

Serving Clients Nationwide

Helping Near-Retirees and Business Owners Plan and Invest

Areas of Focus

  • High Net Worth
  • Inherited Wealth
  • Investment Management
  • Owning a Business
  • Retirement Planning

About Eric Maldonado, CFP®, MBA

Hi, I'm Eric Maldonado, CFP®, MBA a Fee-Only, Fiduciary, Financial Advisor based in San Luis Obispo, CA, serving clients both locally and virtually across the US.

Aquila Wealth Advisors provides financial planning and investment management for Business Owner and those Nearing Retirement. I'm a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional.

We have a specialty in serving business owners and near retirees. We help you maximize your profits and plan for retirement. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.

My family and I love staying involved in our SLO community and church. I enjoy coaching the local youth sports programs.

Professional Designations

  • Certificate in Blockchain and Digital Assets
  • CERTIFIED FINANCIAL PLANNER ®
  • Master of Business Administration (MBA)

Affiliations

  • Digital Assets Council of Financial Professionals
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

872 Higuera St, San Luis Obispo, CA 93401

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Aquila Wealth Advisors

Aquila Wealth Advisors, LLC is a Locally-Owned, Independent Financial Planning Firm in San Luis Obispo, CA founded by Eric Maldonado, CFP®, MBA in 2017. We work virtually with clients across the country.

We are a Fee-only, Fiduciary, Certified Financial Planner™ Serving Business Owners and Near-Retirees with Comprehensive Financial Planning and Investment Management.

✔️ Do you own a business?
✔️ Or, are you approaching retirement?
✔️ Or, have you recently received an inheritance windfall or settlement?

We can help you plan and invest to achieve your financial goals.

How We Help Business Owners and Near-Retirees:

✔️ Remove financial procrastination.

✔️ Clarify your goals, create a plan, and manage your investments effectively.

✔️ A trusted partner throughout the entire year to help you achieve
your business and retirement goals.

Education

California Polytechnic State University-San Luis Obispo, Bachelor of Science (BS), Business Administration and Finance | Indiana Wesleyan University, MBA in Financial Planning

Hobbies and Interests

  • Beach
  • Camping
  • Church
  • Eating Out
  • Exercising
  • Family
  • Fishing
  • Grilling
  • Hiking
  • Reading
  • Sports
  • Walking

Who We Serve

  • Business Owners
  • Couples
  • Entrepreneurs
  • Families
  • Gen X
  • Gen Y / Millennials
  • Individuals
  • Investors
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Specialty Sub-Contractors
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.