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Eric Maldonado, CFP®, MBA, CEPA

Helping Small Business Owners and Their Families Achieve Financial Freedom

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

Serving Clients Nationwide

Helping Small Business Owners and Their Families Achieve Financial Freedom

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Taxes

About Me

Hi, I'm Eric Maldonado, a Fee-Only Financial Planner. I'm located in San Luis Obispo, CA, serving clients both locally and virtually across the US.

Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. I'm a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional.

We have a specialty in serving business owners and their families. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professional to customize and implement a plan unique to you, your family, and your business.

My wife, Shelby, and I live in San Luis Obispo with our three young children, Asa, Amelia, and Grace … and one on the way! We love staying involved in our SLO community and church. I enjoy coaching the local youth baseball and wrestling programs.

Professional Designations

  • Certificate in Blockchain and Digital Assets
  • Certified Exit Planning Advisor (CEPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

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

Primary Location

872, Higuera Street, San Luis Obispo, California, 93401

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 or in-person visit. 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 our Firm

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

✅ Do you own a business?
✅ Do you have a growing family?
✅ Have you recently received a windfall?
✅ Do you want a Financial Plan for the “Second Half”?

We’re here to help you make wise financial decisions every step of the way.

How We Help Business Owners:

✅ Help you make wise financial decisions based on your entire financial situation in coordination with your tax, legal, and insurance advisors.
✅ Business and personal tax planning and investment advice.
✅ An accountability partner throughout the entire year to help you achieve your business and personal finance goals.

Education

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

Badges

Hobbies and Interests

  • Beach
  • Camping
  • Church
  • Exercising
  • Family
  • Fishing
  • Hiking
  • Reading
  • Sports

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Investors
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Young Families

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