Intersect Capital LLC

Intersect Capital LLC

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Best-In-State Wealth Advisors 2022 04/11/2022

Intersect Capital's Managing Partner Joe McLean earned a spot on Forbes 2022 Best-In-State Wealth Advisors List! We are very proud of his accomplishments and we're honored to be included in one of the most prestigious rankings in the wealth management industry.

Best-In-State Wealth Advisors 2022 As global pandemic worries take a back seat to the economic fallout from the biggest conflict in Europe since World War II, the professionals on the Forbes/Shook 2022 Best-In-State Wealth Advisors list have a proven record of guiding their clients through volatile markets. The full list, featuring m...

Where to find investing opportunities post-Fed meeting 01/27/2022

Can you answer these three questions:

How much did it cost to be you in 2021?

How much money did you make last year?

How much of that did you save and invest?

Intersect Managing Partner Joe McLean joins Fox Business live to discuss why he believes these questions are critical to ask in January, especially as markets struggle to find footing and volatility persists.

Watch the full segment here:

Where to find investing opportunities post-Fed meeting Kestra Investment Management CIO Kara Murphy and Intersect Capital managing partner Joe McLean react to Jerome Powell's remarks on 'The Claman Countdown.'

10/07/2021

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. https://cnb.cx/3lcgupE

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12657 Alcosta Boulevard, Ste 500
San Ramon, CA
94583

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm