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

How Far Does $1 Million Go In Retirement?

April 20, 2021

Go ahead and click here to see how far $1 million could go in retirement these days. Eric Maldonado, CFP®, MBA Aquila Wealth Advisors | (805)250-4552 | vasb@ndhvynjrnygu.pbz 872 Higuera Street, San Luis Obispo, CA 93401 www.aquilawealth.com Schedule a Call

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[Video] 3 Ways to Prepare for a Career in Financial Planning while still in College

April 15, 2021

If I were still in college, here are 3 ways I'd prepare for a career in financial planning. Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC vasb@ndhvynjrnygu.pbz Located in San Luis Obispo, CA https://www.aquilawealth.com/ Contact Us: https://www.aquilawealth.com/contact-us

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Are Taxes Going Up?

April 7, 2021

More spending = higher taxes? That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest in R&D.(1) What could those tax hikes look like? Let’s consider the possibilities. Eric Maldonado, CFP®, MBA Aquila Wealth Advisors | (805)250-4552 | vasb@ndhvynjrnygu.pbz 872 Higuera Street, San Luis Obispo, CA 93401 www.aquilawealth.com Schedule a Call

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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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