Erica Blaker, CSLP
Erica Blake
Designation: CFA®, CFP®, CSLP®
Languages: English
Our vision statement is to change lives and make true financial wellness a reality for everyone. LifePath FA is woman founded and operated. Our goal is to provide a unique experience and perspective around financial wellness. We seek to engage, empower and educate every client equally. We focus on your values and best life goals and spend less time talking about the technical aspects so you can focus on what matters to you.

Business Information

LifePath FA offers sophisticated financial planning and impact investing to help you get where you want to go and leave a positive impact along the way. Our creative process is designed to inspire and motivate you. While anyone can benefit from our services, we tend to work best with artists, creatives, playful spirits and mindful individuals.

The decision to launch LifePath Financial Advisors was driven by the desire to use my experience and knowledge in the wealth management industry to make an instrumental difference in people’s lives. I was originally inspired to study finance by reading Rich Dad Poor Dad by Robert Kiyosaki in high school. After graduating from Colorado State University, I spent 12 years laying the foundation of my career in investment management. During that time I completed the Chartered Financial Analyst (CFA) program and the Certified Financial Planner® (CFP®) program, gaining experience and discovering new ways to add value for clients. I led the team that developed an Environmental, Social and Governance (ESG) portfolio for clients and spent two years learning about impact investments. I later completed the Certificate in Corporate Social Responsibility (CSR) at the University of Colorado. I have always called Colorado home and currently live in Lafayette, CO with my partner, Andrew, and our Yellow Lab/ Border Collie mix, Addie HoneyPenny.

Business name: LifePath Financial Advisors, PBC
Email: erica@lifepathfa.com
Business phone: +13033511434
Focus areas: Impact/ESG investing, financial planning, student loans
License: FINRA # 7099199 / CFP # 286402
Other License: Unavailable

Disclaimer

Unavailable

Address

2523 Westward Drive
City: Lafayette
State: CO
Zipcode: 80026

Links

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