Back to Search Favorites List

Erica Blake (CFA, CFP®)

Erica Blake focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

I'm a lifelong learner and studied finance in college. I set my career foundations at a wealth management group for over a decade, managing hundreds of millions in assets. I have two of the most sought after designations in the industry: Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). I also have advanced training in student loan repayment strategies, ESG / socially responsible investing, and corporate social responsibility. I launched Mountain Flower Investments & Planning in 2019.

Additional Information

I enjoy experiencing new cultures and ways of life. The mountains and the sea are my happy places and I enjoy outdoor activities like camping, hiking, swimming and festivals. I was born and raised in Colorado and I've spent time in Africa, Europe, and the Caribbean.

I've persevered through adversity in my life, as we all have, and I'm grateful for the perspective I'm able to lend as a result. I'm a realist and an optimist and a manifestor of change. I value connections with people, growth, and personal freedom, which is why I particularly enjoy working with entrepreneurs and retirees.

I enjoy the simplicity and authenticity that comes with being a solopreneur. I am energized by strategizing with clients and piecing together the puzzle of unlocking their highest potential.

NAPFA Start Date

October 30, 2019

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

2770 Arapahoe Rd Ste 132 - 1077 Lafayette, CO 80026-8016
View
Visit Website