SAN RAMON, Calif.--(BUSINESS WIRE)--Intersect Capital, LLC, (“Intersect”) a leading wealth advisory firm specializing in serving the needs of athletes, entertainers, entrepreneurs and high-net-worth clientele, announces the promotion of Joe Lum, CFP, to Partner of the firm. Lum will continue to assist in overseeing the day-to-day operations of the firm and executing strategic business development initiatives, while continuing to service his growing client base.
Having joined Intersect in its founding days in 2014, Lum has proven instrumental in designing and implementing the comprehensive wealth planning and investment strategies the firm is known for. After graduating from Loyola Marymount University, Lum began his career at the business management firm NKSFB, providing clients with financial management, accounting and tax planning services. Since joining Intersect, Lum has honed his skills as an attentive financial planner, working with many of the most influential clients in Silicon Valley as well as the Sports world.
Beyond client management, Lum has taken on initiatives such as coordinating Intersect Ventures, Intersect Capital’s venture capital arm, through which he has guided millions of dollars of client investments in portfolio companies such as Lyra Health, Dapper Labs, Sundae, Gooder Foods and more. This year, Lum was named one of Financial Advisor Magazine’s Young Advisors To Watch, while CNBC ranked Intersect Capital on its prestigious Financial Advisor 100 list.
“Joe Lum has been an incredibly valuable member of the Intersect team, and it’s an honor to work with someone so dedicated to our clients’ financial and personal successes,” said Joe McLean. “He is well deserving of the Partner title, and I’m excited to continue watching him provide our clients with the top-tier financial services they’ve come to expect from him.”
Only 31 years old, Lum now becomes the youngest partner in Intersect’s history. With his age comes a special understanding of the evolving needs and behaviors of the next generation of clients seeking high-caliber financial planning and investment management services. The entire Intersect team congratulates Joe Lum on his promotion and impressive accomplishments.
About Intersect Capital
Intersect Capital was created to facilitate an innovative combination of tools and resources designed to find new harmonies and possibilities in life. Intersect provides clients with the expertise, range and depth of service that typical financial planning and family offices don’t deliver. It offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services unique to the marketplace. As of Nov. 1, 2021, Intersect Capital has over $1.6 billion in assets. To learn more, visit https://www.intersectcapitalllc.com/.