Eric Maldonado
Owner, Aquila Wealth Advisors, LLC
- Role
- Owner, Certified Financial Plannertm at Aquila Wealth Advisors, Llc
- Location
- San Luis Obispo County, CA, US
- LinkedIn followers
- 500 followers
About Eric Maldonado
We help near-retirees and business owners eliminate financial procrastination, develop a personalized financial plan, and effectively manage their investments. We are a fiduciary, fee-only investment advisory firm serving clients locally and virtually nationwide.Visit us at our monthly email newsletter: aquilawealth.com/newsletter
Experience
Owner, Certified Financial Plannertm
Oct 2017 — Present · San Luis Obispo, CA, US
Financial Planning and Investment Management.
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Business Administration and Finance
2005 — 2010
Florida State University - Herbert Wertheim College of Business
Certificate In Financial Planning
2010 — 2011
Indiana Wesleyan University
Master of Business Administration (MBA) in Financial Planning, Financial Planning
2015 — 2016
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