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

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

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Millennials
  • Socially Responsible Investments
  • Unmarried Couples

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 artists, creatives, playful spirits and mindful individuals.

?People who tend to have the most successful relationships with us:

  • Are looking for a long-term relationship, even if they start out on an as-needed basis initially
  • Are interested in or open to ESG / impact investing
  • Have the potential to save every year or have more than $750k in liquid assets
  • Will be transparent and open to ideas
  • Do not intend to keep multiple investment managers for liquid, public market portfolios
  • Will be engaged in the process and will commit enough time to get the benefits of financial planning
  • Do not prioritize frugality over everything else

Additional Information

The decision to launch LifePath Financial Advisors 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.

NAPFA Start Date

October 30, 2019

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This Office

2523 Westward Dr Lafayette, CO 80026-9177 Phone: (303) 351-1434