Shane Holt

CFP^®

Senior Wealth Advisor

"It is truly a privilege to be a member of a team of highly committed professionals who are dedicated to providing compassionate and comprehensive financial advice to our clients. At Mission Wealth, we develop tailored solutions that meet each client's unique needs and objectives. It is this unwavering commitment to excellence and client satisfaction that makes our work so rewarding and fulfilling."

Shane Holt is a Senior Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California, and the surrounding area. He provides personalized financial guidance to clients, taking the time to understand their specific goals and financial situations to develop customized financial plans, investment strategies, asset management strategies, and tax strategies.

Shane is particularly skilled at navigating complex planning scenarios, including retirement transitions, concentrated stock divestiture, charitable estate planning, and socially responsible investing. With his extensive knowledge and experience, Shane is dedicated to helping clients achieve both their financial and non-financial objectives, providing the highest level of service and support throughout the process.

"It is truly a privilege to be a member of a team of highly committed professionals who are dedicated to providing compassionate and comprehensive financial advice to our clients. At Mission Wealth, we develop tailored solutions that meet each client's unique needs and objectives. It is this unwavering commitment to excellence and client satisfaction that makes our work so rewarding and fulfilling."

Shane Holt is a Senior Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California, and the surrounding area. He provides personalized financial guidance to clients, taking the time to understand their specific goals and financial situations to develop customized financial plans, investment strategies, asset management strategies, and tax strategies.

Shane is particularly skilled at navigating complex planning scenarios, including retirement transitions, concentrated stock divestiture, charitable estate planning, and socially responsible investing. With his extensive knowledge and experience, Shane is dedicated to helping clients achieve both their financial and non-financial objectives, providing the highest level of service and support throughout the process.

Learn About Shane Holt

Professional Background

Shane Holt's career as a financial advisor and investment counselor spans several prestigious firms, including the Private Client Group of Fisher Investments and Brouwer and Janachowski, with the latter now under the ownership of Cerity Partners. Throughout his career, Shane has gained extensive experience in all aspects of financial planning, from investment strategy development to behavioral finance, asset management, and tax planning. He has also developed a reputation for his ability to provide personalized guidance to clients, taking the time to truly understand their individual needs and goals.

Shane holds a Bachelor of Arts in Economics from Sonoma State University; a Certificate in Personal Financial Planning from the University of California, Berkeley; and is a CERTIFIED FINANCIAL PLANNER™ professional.

Personal Pursuits

In his free time, Shane enjoys spending quality time with his wife and daughter, and a range of outdoor activities in California and beyond. He loves to travel with family and friends, ski during the winter months, cycle in the backcountry, and sail out on the water. When he's not doing those activities, he's often found on the golf course, practicing the piano, or attempting a DIY car or home repair.

Community Impact

Community involvement is a top priority for Shane, who believes in giving back to the organizations that make a difference in his community. As the President and Board Member at San Roque St. Vincent de Paul, he is passionate about serving those in need and helping to create a stronger, more equitable community for all. He also volunteers his time as Secretary & Social Chair of the San Francisco Bay Bird Boat Association, Advisor at Sonoma State Alumni Campus Advisory Committee, and is a pro-bono financial planner for Senior Concerns.