Elena Stanley

Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.

Jesus Fernandez is a Financial Advisor with Merrill Lynch Wealth Management, where he works closely with clients to develop personalized strategies aimed at achieving their financial goals. He focuses on various aspects of financial planning, including investing, retirement planning, and managing unexpected expenses. Jesus collaborates with Bank of America specialists to provide clients with comprehensive banking, credit, home financing, and small business solutions. With a passion for helping individuals and families manage their finances amid competing priorities such as homeownership, education funding, eldercare, and healthcare preparation, Jesus offers ongoing advice and adjusts portfolio strategies to align with clients’ changing needs. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Phoenix. Fluent in English and Spanish, Jesus is involved in his community as an assistant coach for girls youth softball and enjoys activities including baseball, football, music, softball, volleyball, woodworking, watching movies, and spending time with his family.

Samantha Rodrigues is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on a range of financial topics including investing, retirement planning, and saving for unforeseen events. Samantha also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. With expertise in helping clients manage diverse financial priorities, Samantha collaborates one-on-one to define goals and tailor portfolio strategies accordingly. She offers ongoing advice and adjusts strategies as clients' situations evolve. Her professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Samantha holds a Bachelor's Degree from The University of Arizona Global Campus.