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Eric Maldonado (CFP®, MBA)

Eric Maldonado focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

We specialize in retirement planning, investment management, and serving business owners.

Additional Information

Aquila Wealth Advisors is a Fee-Only financial planning firm in San Luis Obispo, CA. We serve clients locally face-to-face and clients virtually across the country. We serve business owners and near-retirees to reach their financial goals. Eric Maldonado is a Certified Financial Planner™ and Certified Exit Planning Advisor.

eric@aquilawealth.com

NAPFA Start Date

October 23, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

872 Higuera St. San Luis Obispo, CA 93401 Phone: (805) 250-4552
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