Intersect Capital specializes in servicing the financial planning needs of business owners, entrepreneurs, athletes, and entertainers. It was created to facilitate an innovative combination of tools and resources designed to find new harmonies and possibilities in life. It provides the expertise, range, and depth of service that typical financial planning and family office doesn’t deliver. Its range of specialization in wealth management and administration, tax and estate planning, risk management, and concierge-style services is unique in the marketplace. The firm was founded in 1997 and is based in San Ramon, California.