Erica Blake, CFP®, CFA® Mountain Flower Investments & Planning®
- Virtual, Lafayette, CO 80026
- (303) 351-1434
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.