Shane Holt

CFP^®

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. Working collaboratively, we leverage our collective expertise to 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 Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California and the surrounding area. He provides personalized financial guidance to clients, getting to know their specific goals and financial lives to develop customized financial plans, investment strategies, asset management strategies, and tax strategies. Shane is particularly skilled at navigating complex planning scenarios such as retirement transitions, concentrated stock divestiture, charitable estate planning, and socially responsible investing, all with a focus on behavioral finance. 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 every step of the way.

"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. Working collaboratively, we leverage our collective expertise to 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 Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California and the surrounding area. He provides personalized financial guidance to clients, getting to know their specific goals and financial lives to develop customized financial plans, investment strategies, asset management strategies, and tax strategies. Shane is particularly skilled at navigating complex planning scenarios such as retirement transitions, concentrated stock divestiture, charitable estate planning, and socially responsible investing, all with a focus on behavioral finance. 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 every step of the way.

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. 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's passion for financial planning is backed by his impressive credentials. He 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 Holt enjoys a range of outdoor activities in the Santa Barbara area. He loves to travel with family and friends, ski during the winter months, cycle through the scenic countryside, and sail out on the water. When he's not doing those activities, he's often found on the golf course, where he enjoys the challenge and reward of the game, as well as the opportunity to socialize with friends and colleagues. Whether he's exploring new places, hitting the slopes, or teeing off, Shane is always up for an adventure and values the chance to unwind and enjoy the beautiful California weather.

Community Impact

Community involvement is a top priority for Shane Holt, who believes in giving back to the organizations that make a difference in his community. As a 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 and as an Advisor at Sonoma State Alumni Campus Advisory Committee.

Shane is very knowledgeable and helpful, always responds quickly when we need him. We are very pleased with Shane and Mission Wealth.
Kerry G. - Current Client

Testimonials appearing on this website have been received by current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those who have used our services in some way or another. However, they are individual results, and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials do not necessarily represent all who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website. 00751478 04/25