Planning for Lifetime Income in Retirement

DATES: 1 Meeting:

TIME: 12:00 - 1:00pm

FEE: $25

LOCATION: Online

MODE OF DELIVERY: Live Remote Instruction - Zoom

INSTRUCTOR: Eric Maldonado, CFP®, MBA, CEPA

QUESTIONS: Contact instructor at eric@aquilawealth.com

Meet the instructor
Eric Maldonado	Eric Maldonado, CFP®, MBA, CEPA is the Owner & Founder of Aquila Wealth Advisors, LLC in San Luis Obispo, CA, established in 2017. Over 10 years of experience providing financial planning and investment advice. I am a Fiduciary financial advisor and a Fee-Only financial advisor. That means we work under a fiduciary standard of care, putting your interests first, and our compensation method is the most transparent and objective method available. CFP® — Certified Financial Planner™ Practitioner. MBA, Master’s Degree in Financial Planning from Indiana Wesleyan University. Cal Poly, SLO Bachelor's Degree in Business Administration, Finance and Cal Poly Division I Wrestling Team Captain.

Meet the instructor

Eric Maldonado, CFP®, MBA, CEPA is the Owner & Founder of Aquila Wealth Advisors, LLC in San Luis Obispo, CA, established in 2017.
Over 10 years of experience providing financial planning and investment advice.
I am a Fiduciary financial advisor and a Fee-Only financial advisor. That means we work under a fiduciary standard of care, putting your interests first, and our compensation method is the most transparent and objective method available.
CFP® — Certified Financial Planner™ Practitioner.
MBA, Master’s Degree in Financial Planning from Indiana Wesleyan University.
Cal Poly, SLO Bachelor's Degree in Business Administration, Finance and Cal Poly Division I Wrestling Team Captain.