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

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

  • AUM
  • High Net Worth Client Needs
  • Socially Responsible Investments
  • Unmarried Couples
  • Women's Financial Planning Issues

Planning Specialties

I provide conscious investment solutions and mindful financial planning principles for socially responsible people.

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 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 client's financial situations and improving their ability to live their best lives. I have a passion for socially responsible investing and leaving the word in a better condition than I found it.

I have always called Colorado home and enjoy hiking, backpacking, camping, pool time, dogs (Labradors in particular), and travel. 

NAPFA Start Date

October 30, 2019

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This Office

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