Eric Maldonado (CFP®, CKA®, MBA)

Eric Maldonado focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management

Planning Specialties

                   I have been in the financial planning business since 2011, acuiring the CERTIFIED FINANCIAL PLANNER™ Practioner designation, a Master in Business Administration in Financial Planning, and becoming a Certified Kingdom Advisor®. Before that, I studied finance and wrestled at Cal Poly University in San Luis Obispo. I enjoy learning and guiding people through their investment fears and money stresses, and bringing clarity to their financial picture. 

Additional Information

           I enjoy going out to dinner with my wife, Shelby, taking our toddler son, Asa, to play at the beach, reading faith & finance books, coaching our local youth Middle School wrestling program, and teaching faith-based financial planning workshops at churches. 

NAPFA Start Date

October 23, 2017


This Office

872 Higuera St. San Luis Obispo, CA 93401 Phone: (805) 250-4552