Eric Maldonado, CFP®, MBA Aquila Wealth Advisors, LLC

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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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Recently Published

Exploring Different Types of Retirement Accounts

November 22, 2022

A good retirement savings strategy often includes several different types of accounts. By using the tax benefits of one type or another, it can be possible to save more than you could in a single account. This webinar addresses traditional and Roth accounts, IRAs and 401(k)s, and brokerage accounts. Eric Maldonaldo, a Certified Financial Planning practitioner, is presenting. Whether you’re close to retirement or still decades away, this informative webinar can help you optimize your retirement savings.

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Two Mistakes To Avoid During A Bear Market

November 10, 2022

As more and more headlines project economic downturns and stir up fear over a looming recession, it can be easy to worry and make rash decisions regarding your investment portfolio. That’s why in this episode of Aquila Wealth Podcast, Eric Maldonado (CFP®, MBA) shares two mistakes you can and should avoid during bear markets. Let’s dive in!

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Webinar Replay: Preserving Your Retirement Next Egg

October 6, 2022

Retiring on your savings? Don’t let the value of your nest egg be lost to inflation. This webinar, with speaker Eric Maldonado CFP®, MBA, will address building a recession-proof fund, investing in real estate, withdrawals from your fund, and more.

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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.

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