Erica Blake
CFA®, CFP®
Mountain Flower Investments & Planning®
Founder and Sole Soul of the Firm
Erica Blake
CFA®, CFP®
Mountain Flower Investments & Planning®
Founder and Sole Soul of the Firm
I value connections with people, growth, and personal freedom, which is why I particularly enjoy working with entrepreneurs and retirees. - Erica Blake, CFA®, CFP®
Fee-Only financial planner serving US clients virtually, regardless of their location
Erica Blake is a Lafayette, CO fee-only financial planner. Mountain Flower Investments & Planning® provides wealth management and comprehensive and objective financial planning to help clients unlock their highest potential.
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 the founder and sole soul at Mountain Flower Investments & Planning®.
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'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.
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.
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.
Entrepreneurs and retirees have a unique set of opportunities to build and enjoy the life they want to live.
I offer a specialized service to help my clients do just that.
As a fiduciary advisory firm, I have an ethical commitment and legal responsibility to put clients' interests first.
As a fee only advisory firm, there are no hidden fees, commissions, or financial product sales.
As an independent advisory firm, I have the opportunity to find the best solutions every time, without bias.
All of this translates to getting solid advice that you can trust and rely on.
As the founder and sole soul at the firm, you'll have direct access to me. I'll respond to every email and attend every meeting. I'll get to know you and your personal situation to be able to offer the best advice for you.
I have the knowledge and resources to deliver in depth financial planning and wealth management strategies.
With a virtual presence, I'm able to assist U.S. clients living in any location.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Wealth Management
- Comprehensive Financial Planning
- Solo and Group 401(k) Administration
- ESG / Socially Responsible Investing
Ideal Clients
- Entrepreneurs
- Retirees
- Abundance Mindset
- $1,000,000+ in Investable Assets
Working Together
- Virtual Meetings from Any Location
- Flat Rate Planning Available
- Independent, Non-biased Advice
- Meet with Me Personally
Professional Designations & Affiliations
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Erica Blake is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Erica Blake is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Erica Blake is a NAPFA-Registered Financial AdvisorThe 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.
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Erica Blake is a Guest on XYPN Radio: "Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk"
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Erica Blake Holds a Certificate in Corporate Social Responsibility from the University of Colorado
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Erica Blake Presented ESG Investing: Overview of the What, Why and How for Planners at the 2018 Nebraska Wealth Management Conference
Contact Erica Blake
Office Locations:
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Lafayette, CO 80026
