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.

NAPFA Start Date

October 30, 2019

Submit
Submit

This Office

2770 Arapahoe Rd Ste 132 - 1077 Lafayette, CO 80026-8016 Phone: (303) 351-1434