Eric M. Maldonado, Owner, CFP®, MBA, CKA®
Eric Maldonado, CFP®Aquila Wealth Advisors
Areas of Concentration
Asset Allocation, Business Succession Planning, Cash Management and Budgeting, Charitable Giving, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Investment Planning, Legacy Planning, Life Planning, Planning for Owners of Closely-Held Businesses, Real Estate, Retirement Planning, Small Business Planning, Socially Responsible Investments, Tax Planning, Wealth Management, Wealth Transfer, Young Professionals
Office Location
Aquila Wealth Advisors
872 Higuera St.
San Luis Obispo, California 93401
Description
I care about helping people do well with what they have, and to steward their time, treasure and talents well. My aim is to help business owners, entrepreneurs and their families reach their life goals and simplify the financial planning process. "Give. Steward. Grow." If you have any questions, I can be reached at eric@aquilawealth.com or (805) 250-4552.Licensed in these states: CA, LA
