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
- 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®
(805)250-4552
eric@aquilawealth.com
NAPFA Start Date
October 23, 2017