About Mountain Flower I&P
Vision Statement: To change lives and make financial wellness a reality for everyone.
Woman founded and operated: The goal at Mountain Flower I&P is to provide a unique experience and perspective around financial wellness. Engaging, empowering, and educating every client is a top priority.
Comprehensive approach: Investment management is an important tool and the firm takes pride in offering sophisticated portfolios that make a positive impact. There are a number of additional financial topics that are under our control like tax efficiency, employee benefit optimization, savings and debt paydown strategies, and managing competing goals that we'll dive into as well.
Virtual presence: With video conferencing technology, geographic locations are less important than they used to be.
Public Benefit Corporation: Mountain Flower Investments & Planning is registered as a Public Benefit Corporation, providing a public benefit by offering accessible, fee only financial advice and focusing on environmental, social and corporate governance (ESG) and impact investments.
Erica Blake, CFA®, CFP®, CSLP®
The decision to launch Mountain Flower Investments & Planning was driven by the desire to use my experience and knowledge in the industry to make an instrumental difference in people's lives.
I've spent over a decade 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 improving their ability to live their best lives.
I have a passion for socially responsible investing and leaving the world in a better condition than I found it.
I have always called Colorado home and enjoy hiking, backpacking, camping, pool time, dogs (Labradors in particular), and travel.
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