Erica Blake

CFA®, CFP®, CSLP®

LifePath Financial Advisors

Financial Advisor

Erica Blake

CFA®, CFP®, CSLP®

LifePath Financial Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your best life goals. - Erica Blake, CFA®, CFP®, CSLP®

Fee-Only financial planner located in Lafayette, CO, serving clients locally and across the country

Erica Blake is a Lafayette, CO fee-only financial planner. LifePath Financial Advisors provides comprehensive and objective financial planning to help artists and creative or mindful clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Erica Blake is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Erica Blake is a fee-only finanical advisor at LifePath Financial Advisors located in Lafayette, CO.


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 in 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 the Certified Financial Planner®  (CFP®) program, gaining experience and discovering new ways to add value for clients. I led the team that developed an Environmental, Social and Governance (ESG) portfolio for clients and spent two years learning about impact investments. I later completed the Certificate in Corporate Social Responsibility (CSR) at the University of Colorado.  I completed the Certified Student Loan Program (CSLP®) shortly after launching the firm to help clients navigate student loan debt while working toward other important goals like buying a home, starting a family or preparing for retirement. I have always called Colorado home and currently live in Lafayette, CO with my partner, Andrew, and our Yellow Lab/ Border Collie mix, Addie HoneyPenny.

Educational Background

  • Chartered Financial Analyst | CFA Institute 
  • Certified Financial Planner | College for Financial Planning 
  • Certified Student Loan Professional | CSLA Institute
  • ​Certificate in Corporate Social Responsibility | University of Colorado
  • BSBA, Finance and Real Estate | Colorado State University

Erica Blake is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Impact / ESG investing
  • Student Loan Repayment
  • Couples Budgeting

Ideal Clients

  • Mindful or Creative Spirits
  • Single Women and Couples
  • Looking for a Long-Term Advisor Relationship
  • Time to Plan Before Retiring

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Transparent Fees and No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • CFA - Chartered Financial Analyst
    Erica Blake is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • Certified Financial Planner (CFP)
    Erica Blake is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Certified Student Loan Professional (CSLP®)
    Erica Blake is a Certified Student Loan Professional (CSLP®)

    Financial Advisors having earned the Certified Student Loan Professional designation (CSLP®) understand the complexities of the student loan repayment options and have the advanced knowledge required provide to high quality student loan repayment planning advice within the scope of a holistic financial plan.

  • XY Planning Network
    Erica Blake is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • National Association of Personal Financial Advisors (NAPFA)
    Erica Blake is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Erica Blake

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Office Locations:

  • 2523 Westward Drive
    Lafayette, CO 80026

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