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Intersect Capital @IntersectCapLLC

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

Joined July 2017
  • Tweets 116
  • Following 5
  • Followers 277
45 Photos and videos
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.
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We are proud to announce that our very own @joemclean15 has made @Forbes 2022 Best-In-State Wealth Advisors List! 🏆 bit.ly/3v36sL3

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With so many ways to spend money, it takes a lot of work and patience to grow your wealth. In @CNBC, @joemclean15 shares how Intersect works with clients of all ages to prepare them for long-term financial success: cnb.cx/3u50udj

'There are so many ways to lose money.' Advice for college athletes from former basketball player...

Former college basketball player turned financial advisor Joe McLean discusses the challenges young athletes face when they come into sudden wealth.

cnbc.com
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In the spirit of #MarchMadness, @JoeMcLean15 shared memories of his college basketball days with @Diana_Britton. See @wealth_mgmt for Joe’s reflection on how he applies the lessons he learned on the court to his role as a financial advisor: bit.ly/3LdJBTL
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barrons.com/advisor/director…
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Volatility, volatility, volatility. It’s all investors are hearing . For @JoeMcLean15 it’s a reminder we can’t live in a bubble and we need to revisit our financial plan. Joe joined @LizClaman to discuss: bit.ly/3KMq6SL

Where to find investing opportunities post-Fed meeting | Fox Business Video

Kestra Investment Management CIO Kara Murphy and Intersect Capital managing partner Joe McLean react to Jerome Powell's remarks on 'The Claman Countdown.'

foxbusiness.com
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Intersect Capital’s Managing Partner @joemclean15 joins @LizClaman on @FoxBusiness at 12:50pm PT today to discuss the Federal Reserve’s meeting impact on markets and where we’re finding opportunities in a rising rate environment. Watch live: bit.ly/3qsxbPc
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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.
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What does it mean to be the CEO of your own wealth? Managing Partner @joemclean15 joined @calebsilver on The @Investopedia Express podcast to explain: apple.co/3g5zgfk
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In the @NYtimes, @joemclean15 emphasizes understanding how to do the following as student-athletes earn the right to profit off their likeness 1. Negotiate deals 2. Have a growth-mindset 3. Define their intellectual property Read more via: nyti.ms/2VmRBh1

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We’re proud to announce that we’ve been included in the @FAmagazine 2021 RIA rankings, joining over 600 other top firms in the industry! Check out the rankings here: bit.ly/3lrSBeb And learn more about recent changes in the RIA landscape: bit.ly/3rMeaXW

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Conversations of ESG initiatives among clients and advisors continue to rise as more folks look to invest in line with their values. Managing Partner @joemclean15 discusses how direct-indexing is enabling that customization in @barronsonline: bit.ly/2Upqj97
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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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From knowing what it costs to be you to temporarily shutting off auto-pay services, @IntersectCapLLC’s @joelum offers his approach to creating spending habits for long-term financial success in @NerdWallet: bit.ly/3d3FQkX

How to Budget Money: A Step-By-Step Guide - NerdWallet

To budget money: 1. Figure out your after-tax income 2. Choose a budgeting system 3. Track your progress 4. Automate your savings 5. Practice budget management

nerdwallet.com
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One of the biggest #investing mistakes you could make is not creating clear, long-term goals for yourself. Intersect Capital’s @joelum shares some actionable advice on how to avoid mistakes like these in @CNBCselect with @lizgravier_: cnb.cx/3j2tYnj

Here are the 7 biggest investing mistakes you want to avoid, according to financial experts

Personal finance experts agree: These are the common mistakes they see the average investor making with their money.

cnbc.com
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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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