Aquila Wealth Advisors Launches New Firm with XY Planning Network
Aquila Wealth Advisors to specialize in providing financial planning for Generations X & Y and Faith-based Investing.
FOR IMMEDIATE RELEASE
San Luis Obispo, CA – December 5th, 2017 – Aquila Wealth Advisors, a new financial planning firm founded by Eric Maldonado, CFP®, MBA, CKA®, opened in October 2017 with the help of XY Planning Network (XYPN), the nation’s leading organization of fee-only financial planners serving Generation X and Generation Y clients. In addition to Gen X & Y, the firm will also specialize in Faith-based Financial Planning and Investing.
“Our aim is to help integrate faith and finances for business owners, future business owners, and their families. I want to help guide my clients in wise financial decision making and help them make lasting impact for themselves, their families, and those around them,” said Eric Maldonado.
Eric Maldonado starts his business after over 6 years working as a financial advisor. Eric lives in San Luis Obispo with his wife, Shelby, and their 1 year old son, Asa. They are both involved with leading the College Group at their local church, Calvary SLO, and Eric enjoys coaching the San Luis Obispo Middle School wrestling program.
XY Planning Network kicked off a movement in 2014 to make financial planning accessible to the underserved Generation X and Generation Y populations by using a monthly subscription model rather than the traditional Assets Under Management (AUM) compensation structure. Charging a fixed or hourly fee ensures advisors work in the best interest of clients rather than for personal gain. As a member of XYPN, Eric Maldonado was required to sign a fiduciary oath, among other membership standards.
XY Planning Network offers a virtual community for new and established financial advisors, providing members with invaluable support in areas such as compliance, marketing, and business coaching. Additionally, members benefit from a wide range of technology solutions to support their firms.
To learn more about Aquila Wealth Advisors, please visit www.AquilaWealth.com.
About XY Planning Network
XY Planning Network (www.xyplanningnetwork.com) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
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XY Planning Network