Aquila Wealth Advisors, LLC

$ • Financial Planners, Financial Advising, Investing

872 Higuera St, San Luis Obispo, CA 93401

Reviews for Aquila Wealth Advisors, LLC

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  • Dec 2022

    We are so very thankful that we met and hired Eric to help us grow our small business! Every meeting is jammed packed with nuggets that honestly we can not put a price tag on! Eric is smart, wise and cares about small businesses and partners with them to ensure success! We highly recommend Eric's services for your business needs. You won't regret it!

  • Feb 2022

    Working with Aquila Wealth Advisors has been a pleasure. I was hesitant because I know nothing about financial planning however Eric made the process easy to understand. He laid it all out, he is very knowledgeable, and works with your best interest in mind.

  • Feb 2022

    Eric has helped us understand how to stretch our finances with “out of the box” thinking and utilizing tax write off options. He is able to learn and understand our personal life goals and help us move forward and achieve them. We highly recommend at a minimum meeting with Eric. We trust him one hundred percent. He is a significant blessing to our family.

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From Aquila Wealth Advisors, LLC

CFP® and Certified Financial Planner™. We provide financial planning and investment management to help business owners and near-retirees achieve their financial goals. We are a fiduciary, commission-free, fee-only advisor. Eric Maldonado, CFP®, MBA is the owner and certified financial planner™. We serve clients locally in San Luis Obispo, CA and virtually across the country.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

by appointment only