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.
Clients come first with the firm's independent, fee-only, fiduciary service model. Currently accepting new clients!
Erica Blake, CFA®, CFP®
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.
I have advanced training in comprehensive financial planning, investment management and student loan repayment strategies. I have special insights into the unique circumstances of business owners, women making financial decisions, and digital nomads.
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.
I also have a passion for promoting corporate social responsibility and socially responsible / ESG investing.
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.
Chartered Financial Analyst® | CFA Institute
Certified Financial Planner® | College for Financial Planning
Certificate in Corporate Social Responsibility | University of Colorado
BSBA, Finance and Real Estate | Colorado State University