Intersect Capital is a Registered Investment Advisor servicing the financial planning needs of business owners, entrepreneurs, athletes and entertainers.

San Ramon, CA
Joined July 2017
We’re thrilled to announce that @joemclean15 has been named one of @Investopedia’s Top 100 Financial Advisors of 2022! 🎉🎉🎉 Each year, the Investopedia 100 spotlights industry leaders dedicated to fostering financial literacy, congratulations Joe!: bit.ly/3uNZc6w.
Congratulations to Intersect's latest partner, Joy Puyear!
Congratulations to Intersect's new Partner, Joe Lum!
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Thank you @cnbc for recognizing Intersect as one of the Top 100 Financial Advisors of 2021! We are blessed to have an extraordinary group of people come together to serve purpose driven clients. Keep serving, earning, saving, investing and giving.
Congrats to our Managing Partner @joemclean15 for his recognition as an @Investopedia Top 100 Financial Advisor! View the full list of featured advisors via: bit.ly/3hIaLFa<bit.ly/3hIaLFa
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Something tells me this is going to be worth something someday. Welcome to the Majors @MLB @coryabbottt #CoryAbbott
From stand-up comedian to CFP®, wealth advisor Jonathan @drubner discusses how his unique background has helped him better engage & communicate with clients in entertainment about their #financial goals in this @CitywireRIA piece: bit.ly/3z0tjbl
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“High-level performers are not looking to be told what to do anymore; instead, they want to be a part of a co-piloted experience.” Read more about how @joemclean15 and the Intersect team builds relationships and works with clients in @barronsonline: bit.ly/3vvAxCa
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Congratulations 🎉 to Intersect Capital’s @joelum on being featured as one of @FAMagazine’s Young Advisors to Watch! Joe explains how he helps clients define what wealth means to them in @FAmagazine's feature: bit.ly/3ebGJsD
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