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 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.

Contact this advisor

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%

SEC Records

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