Eric Maldonado (CFP®, MBA)

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

  • Baby Boomers
  • Business Owners
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

We specialize in retirement planning, investment management, and business ownership financial planning.

Additional Information

I look forward to meetin you.

- Eric Maldonado, CFP®


NAPFA Start Date

October 23, 2017


This Office

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