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

Erica Blake focuses in the
following client markets or areas of practice:
- Business Owners
- ExPat and Cross Border Issues
- Socially Responsible Investments
- Unmarried Couples
- Women's Financial Planning Issues
- Business Owners
- ExPat and Cross Border Issues
- Socially Responsible Investments
- Unmarried Couples
- Women's Financial Planning Issues
Planning Specialties
I truly enjoy adding value to clients' financial situations and helping them identify a clear path to their best lives. I have advanced training in comprehensive financial planning, investment management and student loan repayment strategies. I have special insights into the unique circumstances of business owners, women making financial decisions, and digital nomads. ?I also have a passion for promoting corporate social responsibility and socially responsible / ESG investing.
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 and a half 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 clients' financial situations and helping them identify a clear path to their best lives.
I home base in Colorado and enjoy travel, the mountains and the sea, hiking, kite surfing, camping, festivals, dogs, and time with friends and family.
NAPFA Start Date
October 30, 2019