CFA®, CFP®, CSLP®
Mountain Flower Investments & Planning
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. Mountain Flower Investments & Planning provides comprehensive and objective financial planning to help mindful and socially responsible 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 financial advisor at Mountain Flower Investments & Planning located in Lafayette, CO.
I've been in service in this industry for over a decade. I offer sophisticated financial planning and impact investing to help you get where you want to go and leave a positive impact along the way. Together, we'll focus on what's important and what can be controlled to help you plan your transitions and get the most out of life.
- 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
Mountain Flower Investments & Planning is a registered Public Benefit Corporation offering accessible financial advice and socially responsible investments.
The vision statement is to make true financial wellness a reality for everyone and client’s come first with the firm’s independent, fee-only, fiduciary service model.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Impact / ESG investing
- Student Loan Repayment
- Couples Budgeting
- Mindful or Creative Spirits
- Single Women and Couples
- Looking for a Long-Term Advisor Relationship
- Time to Plan Before Retiring
- In-Office Meetings
- Virtual Meetings
- Transparent Fees and No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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.
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.
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
Lafayette, CO 80026