Cfp Joe Lum
Joe is a Senior Wealth Advisor and Managing Director based in San Ramon, California. He joined MAI in... | San Francisco, California, United States
*50 free lookup(s) per month.
No credit card required.
Cfp Joe Lum’s Emails jo****@th****.foundation
Cfp Joe Lum’s Phone Numbers No phone number available.
Social Media
Cfp Joe Lum’s Location San Francisco, California, United States
Cfp Joe Lum’s Expertise 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.
Cfp Joe Lum’s Current Industry The Sergio And Angela Garcia Foundation
Cfp
Joe Lum’s Prior Industry
Nigro Karlin Segal And Feldstein
|
Intersect Capital
|
Gordon Family Giving Foundation
|
Thompson Family Foundation
|
Mai Capital Management
|
The Sergio And Angela Garcia Foundation
Not the Cfp Joe Lum you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience
The Sergio And Angela Garcia Foundation
Advisory Board Member
Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Mai Capital Management
Managing Director
Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Gordon Family Giving Foundation
Advisory Board Member
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Thompson Family Foundation
Advisory Board Member
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Intersect Capital
Partner
Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Nigro Karlin Segal And Feldstein
Business Management
Sat Oct 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Joe Lum Email Addresses
FAQ About Cfp Joe Lum
-
Cfp Joe Lum is located at
San Francisco, California, United States -
Cfp Joe Lum is a
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. The Sergio And Angela Garcia Foundation -
Cfp Joe Lum currently works in the
The Sergio And Angela Garcia Foundation -
Cfp Joe Lum specializes in
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. -
Cfp Joe Lum speaks the following languages:
No languages available. -
Cfp Joe Lum has prior experience in the following industries:
Intersect Capital , Nigro Karlin Segal And Feldstein -
Cfp Joe Lum has the following professional experience:
The Sergio And Angela Garcia Foundation , Mai Capital Management , Gordon Family Giving Foundation , Thompson Family Foundation , Intersect Capital , Nigro Karlin Segal And Feldstein . -
You can view Cfp Joe Lum’s
LinkedIn profile at LinkedIn URL. -
Cfp Joe Lum’s work email addresses are
[email protected] . -
Cfp Joe Lum works at
The Sergio And Angela Garcia Foundation
People you may be interested in
- Susan Delp
- Polu Paselio
- Kathryn Reid
- Riccardo Zordo
- Du Ye
- Yasar Sosun
service lead expert at JCPenney
Finance Ricoh New Zealand Limited
Associate
Project Manager
teacher at Shenzhen Juye Electronics Co.ltd
güvenlik - AT&T