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Finance Done Differently

​Intersect Financial is a holistic financial services firm whose mission is to empower individuals to live their most aligned financial lives. We are a small women-owned business based in the Bay Area, and we offer educational resources to help you make abundant financial decisions.

Tune Into The
Intersect Financial Podcast

Where money meets energy and mindset. Denise and Kati dive into thought-provoking conversations that explore the emotional undercurrents of financial decisions and how aligning your money habits with your personal flow can lead to true abundance. Whether you’re navigating a crossroads, overcoming financial fears, or feeling lost, this podcast offers fresh insights and actionable tips to harmonize your finances with your abundant self.

Check out the background of these investment professionals on FINRA's BrokerCheck​

Registered Representative, Securities offered through Registered Representatives of Cambridge Investment Research, a broker-dealer, Member FINRA / SIPC. Investment Advisor Representative, Advisory services through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Protected Investors of America and Cambridge are not affiliated. Denise is registered to sell securities in the states of AK, AL, AZ, CA, CO, FL, GA, HI, ID, MA, MI, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WY

Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.​

Click here for Cambridge's form CRS

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