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

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

AUM

Fixed Fee (Subscription, Retainer, etc.)

High Net Worth Client Needs

Socially Responsible Investments

Unmarried Couples

Women's Financial Planning Issues

Planning Specialties

We offer sophisticated financial planning and impact investing to help you get where you want to go and leave a positive impact along the way. Our creative process is designed to inspire and motivate you. While anyone can benefit from our services, we tend to work best with mindful and socially responsible individuals.

Additional Information

The decision to launch Mountain Flower Investments & Planning was driven by the desire to use my experience and knowledge in the wealth management industry to make an instrumental difference in people's lives. I was originally inspired to study finance by reading Rich Dad Poor Dad by Robert Kiyosaki in high school. After graduating from Colorado State University, I spent 12 years laying the foundation of my career in investment management. During that time I completed the Chartered Financial Analyst (CFA) program and the Certified Financial Planner® (CFP®) program, gaining experience and discovering new ways to add value for clients. I led the team that developed an Environmental, Social and Governance (ESG) portfolio for clients and spent two years learning about impact investments. I later completed the Certificate in Corporate Social Responsibility (CSR) at the University of Colorado. I completed the Certified Student Loan Program (CSLP®) shortly after launching the firm to help clients navigate student loan debt while working toward other important goals like buying a home, starting a family or preparing for retirement. I have always called Colorado home and currently live in Lafayette, CO with my partner, Andrew, and our Yellow Lab/ Border Collie mix, Addie HoneyPenny.