Joe Lum, CFP®

Senior Wealth Advisor, Managing Director

Experience

Highlights

Joe is a Senior Wealth Advisor and Managing Director based in San Ramon, California. He joined MAI in 2022 as a result of the acquisition of Intersect Capital, where he was named the youngest Partner in firm history. Joe advises uniquely successful individuals and families throughout the sports, technology, and business world, designing and implementing comprehensive wealth planning and investment strategies.

During his tenure at Intersect, Joe oversaw the growth of the family office practice, guiding clients on cash flow management, private and public investment opportunities, as well as estate planning and charitable giving. As an advisor and angel investor, Joe has guided some of the most influential CEOs of consumer, health, and technology companies with their integration of sports and entertainment icons within their businesses. Joe earned his BS in Natural Science from Loyola Marymount University and is a CERTIFIED FINANCIAL PLANNER™ professional.

Community Involvement

In 2021, Joe was named one of Financial Advisor Magazine’s Young Advisors to Watch. He is an Advisory Board member of the Thompson Family Foundation, The Gordon Family Giving Foundation and the Sergio and Angela Garcia Foundation.

CONNECT WITH US.