Joe Lum, CFP®

Senior Wealth Advisor, Managing Director

San Ramon, CA

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Designations

  • CERTIFIED FINANCIAL PLANNER™ professional

 

Work Experience

  • Joined MAI in 2022 as a result of the acquisition of Intersect Capital, where he was named the youngest partner in firm history
  • Advises uniquely successful individuals and families throughout the sports, technology, and business world, designing and implementing comprehensive wealth planning and investment strategies
  • Oversaw the growth of the Intersect 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, has guided some of the most influential CEOs of consumer, health, and technology companies with the integration of sports and entertainment icons within their businesses

 

Life Outside of MAI 

  • Named one of Financial Advisor Magazine’s Young Advisors to Watch in 2021
  • Advisory Board member of the Thompson Family Foundation, The Gordon Family Giving Foundation, and the Sergio and Angela Garcia Foundation

 

Education

  • Loyola Marymount University, BS in Natural Science

We look forward to learning about your financial goals.

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