Shane Holt CFP®

Senior Wealth Advisor

Based in Santa Barbara, Shane helps independent women and individuals new to professional financial advice navigate retirement, home purchases, loss of a spouse, and other important financial decisions

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Shane Typically Helps

Independent women, women navigating finances on their own, widows and widowers, individuals beginning to work with a financial advisor, homebuyers, pre-retirees, clients seeking support while retaining involvement in investment decisions.

Serving Clients in

Santa Barbara • Montecito • Los Angeles • San Francisco • Marin County • Communities throughout California

Available nationwide through virtual meetings

Questions Shane Helps Answer

How can I prepare for retirement?
When should I claim Social Security?
How can I plan financially for a home purchase?
How can I organize my finances after the loss of a spouse?
How can I receive investment guidance while retaining control over decisions?

Heidi G.

06/03/2026

I highly recommend Shane Holt as a wealth advisor. He has been instrumental in helping me clarify and achieve my financial goals, from building long-term wealth to thoughtfully planning for retirement. Shane is consistently thorough, strategic, and attentive in his approach, ensuring that every recommendation is tailored to my personal financial situation and objectives. What sets Shane apart is his ability to make complex financial topics clear and actionable. He takes the time to explain his guidance in a way that builds real understanding and confidence in decision-making. I always feel informed and supported when working with him. Shane is also a great listener and a pleasure to work with. He brings a personable, calm, and approachable style to what can often be a stressful subject, making financial planning feel much more manageable and even enjoyable! I have great trust in Shane Holt and in Mission Wealth. I am genuinely grateful for his guidance and partnership.

Kerry G.

09/11/2025

Shane Holt is very knowledgeable and helpful, always responds quickly when we need him. We are very pleased with Shane and Mission Wealth.

Justin & Janice S.

09/11/2025

My wife and I have been clients of Mission Wealth for two years. From our first meeting to explore an advisory relationship with MW, the MW team and our primary advisor, Shane Holt, have been exceptional. Shane is a thoughtful and insightful listener. He and the MW team have translated our aspirations into well-constructed strategies and action plans that have performed well. Shane responds promptly to all our inquiries and has provided excellent sources for reference and follow-up. We have a modest-sized portfolio, and we couldn’t be more pleased with our experience at Mission Wealth.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

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, Senior Wealth Advisor

Shane’s Frequently Asked Questions

What should I expect when I begin working with Shane as my financial advisor?

Clients can expect a patient, methodical approach focused on helping them understand their options and receive the guidance they need. Shane takes time to determine whether he is the right fit and, when appropriate, connects clients with another Mission Wealth advisor who may be better suited to support their situation. His goal is to create clarity, peace of mind, and a lasting partnership rather than a transactional experience.

Will I work directly with Shane, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Shane if I live outside Santa Barbara or my situation is not listed above?

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 two daughters, 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.

Request an introduction to Shane Holt.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Shane Holt and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction