Erica Blake

CFA®, CFP®, CSLP®

Mountain Flower Investments & Planning

Financial Advisor

Erica Blake

CFA®, CFP®, CSLP®

Mountain Flower Investments & Planning

Financial Advisor

I provide mindful financial planning principles and conscious investment solutions for socially responsible people. - 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. 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. 

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

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.

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:

  • Lafayette, CO 80026

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