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

KSBY Feature: Experts recommend sticking to a budget for summer travel amid high gas prices

June 29, 2022

This week, on July 22nd, 2022, we were interviewed by KSBY to weigh in on budgeting and inflation this summer. See the article and video interview here: https://www.ksby.com/news/local-news/experts-recommend-sticking-to-a-budget-for-summer-travel-amid-high-gas-prices Contact Us. Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 revp@ndhvynjrnygu.pbz 872 Higuera St., San Luis Obispo, CA 93401 www.aquilawealth.com

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We Were Featured in The Wall Street Journal "Bitcoin in Your 401(k): Is That a Good Idea?"

June 7, 2022

We were featured and interviewed for The Wall Street Journal in an article entitled: “Bitcoin in Your 401(k): Is That a Good Idea?Fidelity plans to give employers the option of adding the cryptocurrency to retirement plans later this year. Here are some questions to consider before investing.” Here’s the link to the article: https://www.wsj.com/articles/bitcoin-in-your-401-k-is-that-a-good-idea-11651291205

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Are The 70's Back With Stagflation?

May 18, 2022

Markets gifted us with another burst of volatility and headlines are looking apocalyptic again. Some folks might think it's time to bail on markets, but I'll tell you why that thinking is a mistake. First, let's peel back some layers to explore what's driving markets. (Want to discuss any concerns directly? Just Contact Us.)

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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%

 

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