Joe Lum, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

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 

• 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

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.