Joey Loss (CFP®)

Joey Loss focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

Charitable Giving

College/Education Planning

Corporate Executives

Entrepreneurs

Planning Specialties

Comprehensive Financial Planning

Tax Planning

Cash Flow Planning

Insurance Planning

Estate Planning

Investment Planning

Education Planning

Additional Information

Joey has been a student and practitioner of financial planning since 2011. In that time, he's written and presented hundreds of financial plans to clients covering a wide range of wealth and circumstance. These plans included guidance for those just dipping their toes in financial planning and for the first time to late-career hedge fund executives and venture capitalists worth over $25 million.

What Joey loves most about planning is the opportunity to help individuals and families explore what really matters to them in life while helping them align their capital (human and financial) in support of that vision.

His greatest professional passions outside of his direct work with clients of his firm (Flow Financial) are exploring efficient and meaningful financial planning process and training the next generation of financial advisors.

He explores these areas by helping other advisors explore and improve their financial planning processes through consulting work, writing for personal finance publications and presentations at professional conferences. He also works with an organization that provides ongoing training for new and recent graduates of college financial planning programs to help them transition their textbook knowledge into real-world financial planning preparedness.