About Mountain Flower Investments & Planning ®
Mountain Flower Investments & Planning® offers sophisticated impact investing and financial planning to help clients get where they want to go and leave a positive impact along the way. We'll focus on what's important and what can be controlled to help you plan transitions and get the most out of life.
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Clients come first with the firm's independent, fee-only, fiduciary service model.
Erica Blake, CFA®, CFP®
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The decision to launch Mountain Flower I&P was driven by the desire to use my experience and knowledge in the industry to make an instrumental difference in people's lives.
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I have advanced training in comprehensive financial planning, investment management and student loan repayment strategies. I have special insights into the unique circumstances of wealth management, business owners, and women making financial decisions.​
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I've spent over a decade and a half in wealth management, managing hundreds of millions of dollars in client assets. As a lifelong learner, I have a robust academic and experiential background in finance. I truly enjoy adding value to clients' financial situations and helping them identify a clear path to their best lives.
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​I also have a passion for promoting corporate social responsibility and socially responsible / ESG investing.
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I home base in Colorado and enjoy travel, the mountains and the sea, hiking, kite surfing, camping, festivals, dogs, and time with friends and family.
