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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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