Intersect Capital LLC

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...

Over the coming months, many deserving college athletes will realize their dreams when their name is announced on draft day, and with it a paycheck that can change their lives forever.

Intersect’s Joe McLean spoke with CNBC about how we work with athletes and the actionable steps anybody can take into consideration when it comes to building a financial plan and refocusing on long-term financial success.

Read the full story here:

'There are so many ways to lose money.' Advice for college athletes from former basketball player turned financial advisor Former college basketball player turned financial advisor Joe McLean discusses the challenges young athletes face when they come into sudden wealth.

https://www.barrons.com/advisor/directory/joe-mclean?mod=rankings_top1200_22

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.'

Today at 12:50pm PT, Intersect Capital Managing Partner Joe McLean will join Liz Claman on the Fox Business to share his latest market outlook following the Federal Reserve’s meeting and how we are positioned going forward in a market riddled with headwinds.

Tune in live here:

Watch Fox Business Network Online Watch Fox Business Network streaming live on the web.

Congratulations to Intersect's newest partner, Joy Puyear!

Congratulations to Intersect's new Partner, Joe Lum!

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

On The Investopedia Express podcast, Managing Partner Joe McLean joined Caleb Silver to discuss how he advises clients through “sudden wealth syndrome” & his thoughts on the ruling.

Tune-in:

‎The Investopedia Express with Caleb Silver: How to Manage Sudden Wealth Syndrome on Apple Podcasts ‎Show The Investopedia Express with Caleb Silver, Ep How to Manage Sudden Wealth Syndrome - Aug 16, 2021

“You need to have one dream, and everything else will be fulfilled from that.”

Intersect’s Joe McLean spoke with The New York Times Paul Sullivan on the potential speedbumps and opportunities facing student-athletes looking to profit off their name, image and likeness. Joe and Intersect are actively working to help athletes understand their brands, how to maintain it and build a growth mindset. Read more via:

Student-Athletes Can Now Earn Money. Here Are the Pitfalls. College athletes have limited life experience and financial expertise, which makes them ripe for being taken advantage of, wealth advisers say.