Josh Flatley, CFP®, MBA X Vector

Contact this advisor

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.

Contact this advisor

Recently Published

"I'm sorry Dave, I'm afraid I can't do that."​ - Hal 9000.

May 6, 2022

Here's the problem: garbage in, garbage out....and then sometimes garbage everywhere!

Read the full post →

6 Ways to Stay Financially Fit in 2022

February 6, 2022

Do your New Year's resolutions need a little tune-up already? Not to worry. Consider these 6 tips to get your financial health in shape.

Read the full post →

Insights from one of the firm's strategic partners

October 19, 2021

Supply-chain bottlenecks and labor Inflation may still be transitory, but appears to be stickier than previously thought Inflation concerns cause jump in U.S. government bond yields while negatively impacting growthier (tech) stocks

Read the full post →

Visit the blog →

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

Loading...