Erica Blake (Certified Student Loan Professional, CFA, CFP®)

Erica Blake focuses in the
following client markets or areas of practice:

Business Owners

ExPat and Cross Border Issues

Socially Responsible Investments

Unmarried Couples

Women's Financial Planning Issues

Planning Specialties

I truly enjoy adding value to clients' financial situations and helping them identify a clear path to their best lives. I have advanced training in comprehensive financial planning, investment management and student loan repayment strategies. I have special insights into the unique circumstances of business owners, women making financial decisions, and digital nomads. ?I also have a passion for promoting corporate social responsibility and socially responsible / ESG investing.

Additional Information

The decision to launch Mountain Flower Investments & Planning® was driven by the desire to use my experience and knowledge in the industry to make an instrumental difference in people's lives.

I've spent over a decade and a half in wealth management, managing hundreds of millions of dollars in client assets. As a lifelong learner, I have a robust academic and experiential background in finance. I truly enjoy adding value to clients' financial situations and helping them identify a clear path to their best lives.

I home base in Colorado and enjoy travel, the mountains and the sea, hiking, kite surfing, camping, festivals, dogs, and time with friends and family.