Intersect Capital

Intersect Capital LLC, established in 1997, is an employee-owned investment management firm headquartered in San Ramon, California, with additional offices in Los Angeles. The company specializes in serving high net worth individuals, including business owners, entrepreneurs, athletes, and entertainers, providing a comprehensive range of financial planning services. These services encompass wealth management and administration, tax and estate planning, risk management, and concierge-style services, tailored to meet the unique needs of each client. Intersect Capital employs a combination of fundamental, technical, cyclical, and charting analysis to make strategic investments in public equity markets on behalf of its clients.