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 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