Erica Blake, CFP®, CFA® Mountain Flower Investments & Planning
- Virtual, Lafayette, CO 80026
- (303) 351-1434
- revpn@zbhagnvasybjrevairfg.pbz
- https://www.mountainflowerinvest.com/
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 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 improving their ability to live their best lives.
I also have a passion for promoting corporate social responsibility.
I have always called Colorado home and enjoy hiking, backpacking, camping, pool time, dogs (Labradors in particular), and travel.
Ideal Clients
- Non-Traditional Life Path
- Self-Employed Individuals
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Ways Advisor Charges
- Assets Under Management
Fee Options
- Assets Under Management: 0.95%
