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 serving business owners.
Additional Information
Aquila Wealth Advisors is a Fee-Only financial planning firm in San Luis Obispo, CA. We serve clients locally face-to-face and clients virtually across the country. We serve business owners and near-retirees to reach their financial goals. Eric Maldonado is a Certified Financial Planner™ and Certified Exit Planning Advisor.eric@aquilawealth.com
NAPFA Start Date
October 23, 2017