Josh Flatley, CFP®, MBA X Vector

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About Josh Flatley, CFP®, MBA

Josh Flatley, a CERTIFIED FINANCIAL PLANNER™ professional, is the Managing Member of X Vector, Ltd. He has been in financial services since 1996. Over the years, he has been an insurance salesman, stockbroker, financial paraplanner, and an investment adviser representative and has held various licenses to include Nevada Life and Health licenses, FINRA (formerly NASD) Series 6, 7, 26, 66, and is currently a Series 65 licensee.

Prior to his interest in helping people with their financial planning needs, Josh was (and still is) an avid aviator. He had his first airplane ride through the Civil Air Patrol at age 13. And that was it! A lifetime passion for all things flight. He started in sailplanes and (finance permitting), progressed into single-engine powered lessons. He earned his Private Pilot license shortly after high school and went on to learn to fly with the military. Josh flew the C-130 Hercules for almost 10 years and then flew the KC-135 Stratotanker. He holds a Commercial, Multi-Engine Land license with Instrument Rating.

When not planning or flying, Josh enjoys spending time with his wife, Melissa, and dogs, Luna & Brrrt. Hobbies include snow-skiing and reading about the Golden Age of Pirates.

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Recently Published

RECOVER! Building a Financial Plan that Prevents a Secondary Stall of your Money

October 14, 2021

Building a Financial Plan that Prevents a Secondary Stall of your Money

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5 Steps to Managing & Protecting Your Collection of Valuables

October 11, 2021

Collecting valuables is a hobby that many people enjoy. But to properly protect your collectibles, follow these 5 steps.

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Beginning the Business Succession Process: A Guide for Business Owners

October 8, 2021

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.

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Ideal Clients

  • Airline Pilots
  • Business Planning
  • Coronavirus Relief
  • Gen X
  • Pro Bono
  • Self-Employed Individuals

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $200+/hr
  • AUM: 0.50%

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