Erica Blake, CFP®, CFA® Mountain Flower Investments & Planning®

Erica Blake, CFP®, CFA®, CSLP®

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 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’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 also have a passion for promoting corporate social responsibility and socially responsible / ESG investing.

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.

Contact this advisor

Ideal Clients

  • Business Owners
  • Ultra High Net-worth
  • Women's Finance

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $5000+/engagement
  • Assets Under Management: 0.95%

SEC Records

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