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Hi

I'm Erica Schnabel, the founder of Mountain Flower Investments & Planning. 

 

I’m so glad you’re here. If you’re looking to make the most of your wealth and build a financial future that supports the life you truly want, I’d love to connect. My work is grounded in clarity, care, and collaboration, and I welcome the chance to learn about your goals and explore how I can support you on your path.

My Story

I’m Erica Schnabel, a financial advisor who believes that clarity, calm, and confidence are some of the most valuable outcomes of good financial planning. I grew up in Colorado, where a deep appreciation for nature, connection, and personal growth shaped the way I show up—both in life and in my work. Today, I bring that same grounded perspective to the clients I serve.

My path in the financial industry began more than a decade ago at a respected wealth management firm, where I gained extensive experience across investment management and comprehensive planning. Along the way, I earned the CFA® and CFP® designations—rigorous credentials that reflect my commitment to technical excellence and ethical, client‑first advice.

With time, I realized I wanted to work more personally and intentionally with clients. That desire inspired me to build Mountain Flower Investments & Planning, LLC, a firm where relationships come first and every client receives thoughtful, individualized attention. I value genuine connection, clear communication, and helping people make financial decisions that feel aligned with the life they want to lead.

Outside of work, you’ll often find me practicing yoga, enjoying the outdoors, learning about wellness and alternative approaches to life, or exploring new places.

At the heart of my work is a simple goal: to be a steady, trusted partner for the people I serve, offering expertise, honesty, and support at every step of their financial journey.

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