Eric Maldonado, CFP®, MBA Aquila Wealth Advisors

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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 locally and virtually. Aquila Wealth Advisors provides financial planning to help clients build, manage, and protect their assets throughout life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional.

We have a specialty in serving business owners. We help you maximize your income while aligning finances with your values and goals. We work with you towards achieving your financial freedom.

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Recently Published

We were featured in Time: How Much Should You Have in Savings?

June 22, 2020

Full Time.com article: https://time.com/nextadvisor/banking/savings/how-much-should-you-have-in-emergency-savings/ Six to 12 months of expenses Eric Maldonado, CFP, a financial advisor at Aquila Wealth Advisors in San Luis Obispo, California, also recommends an emergency fund buffer of six to 12 month of expenses. “This becomes your stress valve,” he says. “You want to be able to make big life decisions based on what you value most. If you don’t have enough cash on hand, you end up having to make hasty decisions due to time constraints.” And ultimately, that’s what your emergency is built for: peace of mind.

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Do this to plan for a recession (2-minute video)

June 8, 2020

Current data tells us that the economy is in a steep contraction due to the coronavirus. We don’t know how long it will last or how long the economy will take to recover. How can we protect ourselves when we can’t predict the future? I made a short video showing you exactly how the most successful companies in the world prepare when the future is unknown. Video Link

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The Cost of Raising Kids

May 26, 2020

It's no secret that kids cost money.But how much do they really set you back? For the average American parent, raising a child comes with a price tag of at least $12,980 every year. By the age of 17, that’s well over $230,000—and that’s before college costs come into play. High-earning families spent even more—over $370,000 according to the research. 1 Of course, child-rearing costs vary from family to family, and it’s far more expensive to raise kids in some high-cost-of-living states, like Oregon and New York.2 Plus, kids don’t magically stop costing you money once they turn 18. College, rent, insurance, and helping out adult children can all add up. Check out our newsletter here for more on the cost of raising kids.

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Ideal Clients

  • Business Owners
  • Coronavirus Relief
  • Gen X
  • Holistic Financial Planning
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly fee: $500+/mo
  • Quarterly fee: $1,500+/qtr
  • Flat Fee: $6,000+/engagement
  • AUM: 0.90%+

 

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