Erica Blake, CFP®, CFA® LifePath Financial Advisors

Contact this advisor

Erica Blake, CFP®, CFA®

At LifePath Financial Advisors, we start with your vision of what your best life would look like and make that the basis for all other decisions. From changing careers to seeing the world before retirement, to wanting more balance in your life or making efficient decisions to maximize your time and money, we are here to provide professional guidance and support to help you reach your goals. Many of our clients are Gen Y or Millennials and we offer virtual services and flexible hours to accommodate busy lifestyles. We offer sophisticated financial planning and impact investing to help you get where you want to go and leave a positive impact along the way. Our creative process is designed to inspire and motivate you. While anyone can benefit from our services, artists and creative or mindful individuals like marketing professionals, teachers, yogis and meditators tend to particularly enjoy the financial wellness program.

The decision to launch LifePath Financial Advisors was driven by the desire to use my experience and knowledge in the wealth management industry to make an instrumental difference in people’s lives. I was originally inspired to study finance by reading Rich Dad Poor Dad by Robert Kiyosaki during high school. After graduating from Colorado State University, I spent 12 years laying the foundation of my career in investment management. During that time I completed the Chartered Financial Analyst (CFA) program and learned how to analyze investments and manage investment portfolios. I oversaw two bond strategies, hosted internal market update calls, and wrote investment commentaries. Over the years I transitioned to an advisory role, working directly with clients and completed the Certified Financial Planner® (CFP®) program, eager to discover new ways to add value for clients. I led the team that developed an Environmental, Social and Governance (ESG) / Socially Responsible Investment (SRI) portfolio for clients and spent two years learning about impact investments. I became fascinated with the concept of the triple bottom line of maximizing people, planet and profit and later completed the Certificate in Corporate Social Responsibility (CSR) at the University of Colorado. I have always called Colorado home and currently live in Lafayette, CO with my partner, Andrew, and our Yellow Lab/ Border Collie mix, Addie.

Contact this advisor

Ideal Clients

  • Artists & Creatives
  • Career Changers
  • Gen Y/Millennials
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Hourly Fee: $250+/hr
  • AUM: 0.85%

SEC Records

Loading...