Eric Maldonado, CFP®, MBA Aquila Wealth Advisors, LLC
- 872 Higuera Street, San Luis Obispo, CA 93401
- (805) 250-4552
- http://www.aquilawealth.com/
About Eric Maldonado, CFP®, MBA
Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is 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. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional.
We have a specialty in serving business owners in their first 5 years of business. 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.
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Christian Faith-Based Principles For Managing Your Money: A Guide
April 13, 2023Are you a Christian seeking guidance on managing your finances in line with your faith? Staying within budget, saving money wisely, and investing while honoring your faith values can be challenging. However, as a fiduciary financial advisor, I can outline principles based on scripture to help guide you through your financial journey. Based on one of my recent interviews with Advice Chaser, I will share some Christian faith-based principles that will help you approach managing your money wisely. So you can understand more about Christian-based principles for managing your money, let's start by diving straight into how core values weave into money-making decisions.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Owners
- Entrepreneurs
- Gen Y/Millennials
- Small Business
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly fee: $300+/mo
- Quarterly fee: $900+/qtr
- Flat Fee: $3600+/engagement
- Assets Under Management: 1.50%-0.90%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
