Erica Schnabel (CFA, CFP®)
Erica Schnabel focuses in the
following client markets or areas of practice:
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
I specialize in comprehensive financial planning and investment management for clients navigating meaningful life transitions—such as career changes, equity compensation decisions, retirement, business ownership, and evolving family or tax circumstances. My work is focused on helping clients make thoughtful, well-informed decisions during pivotal moments that shape long-term financial wellbeing.
Additional Information
I’m proud to be a member of NAPFA and the founder of Mountain Flower Investments & Planning, LLC. I bring more than a decade of experience in comprehensive financial planning and investment management, supported by the CFA® and CFP® designations. I work closely with clients to provide clear, thoughtful guidance and serve as a trusted partner as they make decisions aligned with their goals and values.
NAPFA Start Date
February 10, 2026
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