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Cfp® Eric Maldonado

AquilaWealth.com

Eric Maldonado, CFP®, MBA is the owner and founder of Aquila Wealth Advisors, LLC, a fee-only financial planning firm established in 2017 in San Luis Obispo, CA.23 He is a Certified Financial Planner™ and Certified Exit Planning Advisor with over a decade of experience in providing financial planning and investment advice.13

Maldonado holds a Bachelor's Degree in Business Administration with a focus on Finance from Cal Poly, SLO, where he was also a Division I wrestling team captain.2 He later earned an MBA in Financial Planning from Indiana Wesleyan University.2

Specializing in retirement planning, investment management, and serving business owners, Maldonado's firm caters to near-retirees and business owners, helping them reach their financial goals.12 Aquila Wealth Advisors operates as a fiduciary, commission-free firm, prioritizing clients' interests and offering transparent, objective compensation.23

Maldonado is affiliated with several professional organizations, including:

  • National Association of Personal Financial Advisors (NAPFA)
  • Fee-Only Network
  • XY Planning Network
  • Digital Assets Council of Financial Professionals2

His LinkedIn username is ericmaldonadofinance, where he shares professional insights and financial advice.4

Highlights

Feb 27 · feeonlynetwork.com
Eric Maldonado, CFP®, MBA - FeeOnlyNetwork.com
Eric Maldonado, CFP®, MBA - FeeOnlyNetwork.com
Oct 23 · napfa.org
Eric Maldonado | NAPFA
Eric Maldonado | NAPFA
Jan 1 · aquilawealth.com
About Us - Aquila Wealth Advisors, LLC
About Us - Aquila Wealth Advisors, LLC
Jan 1 · aquilawealth.com
Aquila Wealth Advisors, LLC

Related Questions

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Cfp® Eric Maldonado
Cfp® Eric Maldonado, photo 1
Cfp® Eric Maldonado, photo 2
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Location

San Luis Obispo, California Area