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 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

Welcome to 2022!

January 6, 2022

May 2022 bring us peace, prosperity, and a whole lotta love. And some greater certainty about what lies ahead. You're probably seeing an endless parade of emails, listicles, and thought pieces loaded with predictions for 2022. Will these predictions be right? Probably some of them. Will they be wrong? Almost certainly.

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2021 End of Year Wishes

December 29, 2021

As another eventful year comes to a close, I’d like to offer a heartfelt “thank you” for allowing us here at Aquila Wealth Advisors, LLC to have an impact on your financial independence and business ownership journey. 2021 was another year of uncertainty, but also a year where the indomitable human spirit shined. There's a lot we can't control about the future, but we can control a few things. As we usher in a new year with great expectations, here are some things to focus on: Embracing Your Vision

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6 Creative Paths to Retirement

September 27, 2021

What’s the best age to retire at? How do you know when it’s the right time to retire? We often spend a lot of time pondering those questions. And we tend to confine our thinking to the financial side of things.1 How much do we need to retire and how far will our money go in retirement? Answers to those questions are important. But they aren’t the only things we need to consider if we want maximum fulfillment in retirement. We also need to think about our psychological needs, especially when it comes to how we transition into retirement and how we spend our time as retirees. Conventional thinking frames retirement as an all-in or all-out venture. But that is not always the best approach. And it doesn’t help you figure out how to spend your time in meaningful ways when you do retire. Thinking outside the box and considering some creative alternatives to traditional retirement can help. That’s the focus of this month’s Aquila Wealth Visual Insights Newsletter. Click here to see it!

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Ideal Clients

  • Business Owners
  • Pro Bono
  • Self-Employed Individuals
  • Tax Planning

Ways Advisor Charges

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

Fee Options

  • Monthly fee: $500+/mo
  • Quarterly fee: $1,500+/qtr
  • Flat Fee: $500+/engagement
  • Hourly Fee: $300+/hr
  • AUM: 0.90%+

 

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