Aquila Wealth Advisors, LLC is a Fiduciary, Commission-Free, Financial Advisory Firm in San Luis Obispo, CA. We advise clients locally across the Central Coast and virtually across the country. We advise Business Owners and Retirees to help remove financial procrastination and find freedom from financial stress. Owner Eric Maldonado has over a decade of experience, is a CERTIFIED FINANCIAL PLANNER™, and received a Master’s Degree in Financial Planning.
We help near-retirees find confidence in their lifetime retirement income plan. We take the investing guesswork out and allow you to delegate investments, giving you more time and mental freedom.
Reach out to us for a complimentary initial consultation. We are happy to answer any questions and make it easy for you to start working with a Fiduciary, CERTIFIED FINANCIAL PLANNER™, and investment advisor.
We specialize in advising business owners with young families. We know how difficult it is to run a business and raise children, especially simultaneously. I, Eric Maldonado CFP®, am in the same boat as you. I own a business and have a growing family. I would love to help you feel like the financial side of your business is optimized and that your family finances are taken care of. Outsourcing your financial planning can help you spend more time with your loved ones and have more mental space for growing your business.
Aquila Wealth is a locally owned and independent financial advisory firm. Established in 2017, Eric Maldonado, CFP®, MBA, is the owner and founder.
We always act as a fiduciary. We do not get paid any commissions or other financial product sales thus removing many of the conflicts of interest that can be found within the financial services industry.
We specialize in advising business owners and retirees to remove financial stress and find more time and freedom.
