Fiduciary Financial Advice & Investment Management

 
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Eric Maldonado, Owner, CFP®, MBA, CKA® is a San Luis Obispo, CA Fee-Only Financial Planner serving clients locally and virtually.

"Our aim is to help integrate faith and finances for business owners, future business owners, and their families. We guide you in wise financial decision making towards achieving your life goals." - Eric Maldonado, Owner, CFP®, MBA, CKA®



Our Services

We provide Comprehensive Financial Planning and Impact Investment Management. 

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What Is a Fiduciary?

As a fee-only Registered Investment Advisor (RIA) we have a fiduciary duty. We are called to the highest standards of care and to act in the utmost good faith of our clients.

Our Fiduciary Statement »

Weekly Insights

For those interested in our thoughts, ideas, and interesting findings.

Read Our Blog »

 
 

Our Practice

We serve as a virtual financial advisor with the ability to help clients locally and globally.

 
 
 

"... When Priscilla and Aquila heard him, they invited him to their home and explained to him the way of God more adequately."

— Acts 18:26 (NIV)

 
 
 
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Top Posts

Here is an idea of what makes us unique.