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"Our aim is to help integrate faith and finances for business owners and their families, in San Luis Obispo and beyond." - Eric Maldonado, Owner, CFP®, MBA, CKA®
Biblically-principled Financial Planning and Values-based Investing.
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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.
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— Acts 18:26 (NIV)