Eric Maldonado, CFP®, MBA, CKA® Aquila Wealth Advisors

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About Eric Maldonado, CFP®, MBA, CKA®

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.

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Ideal Clients

  • Baby Boomers
  • Christian Faith Based
  • Gen Y/Millennials
  • Self-Employed Individuals

Ways Advisor Charges

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

Fee Options

  • Monthly Fee: $250 – $1,000
  • Quarterly: $600 – $3,000
  • Flat Fee: $500 Minimum
  • Hourly: $250-$350
  • Annual Fee: $4,000-$6,000
  • Assets Under Management: 1.5%-.90%

 

SEC Records

States Registered

  • California
  • Louisiana

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