Eric Maldonado, CFP®, MBA Aquila Wealth Advisors
- 872 Higuera Street, San Luis Obispo, CA 93401
- (805) 250-4552
About Eric Maldonado, CFP®, MBA
Eric Maldonado, CFP®, MBA, CKA® is a San Luis Obispo, CA Fee-Only Financial Planner serving clients as a virtual financial advisor, locally and globally. Aquila Wealth Advisors specializes in providing objective financial planning to help clients build, manage, and protect their assets through life’s transitions. Eric Maldonado is a NAPFA-Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional, and Certified Kingdom Advisor®.
I enjoy helping business owners and future business owners align their finances with their life goals and priorities.
It is a true privilege to guide clients and their families through the difficulties and opportunities of life, to help sort through the noise, and focus on the important things.
Feel free to contact me with any questions.
- Business Owners
- Christian Faith Based
- Gen X
- Investment Planning & Management
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Annual Fee
- Flat Fee
- Assets Under Management
Monthly fee: $200+/mo
Quarterly fee: $600+/mo
Flat Fee: $750+
- Annual fee: $2,400+/yr