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


This Office

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