Shane Holt Client Advisor Mission Wealth

Shane Holt

In by Mission Wealth

Shane Holt Mission Wealth

Shane Holt

CFP®

Client Advisor


Shane Holt Mission Wealth

Shane Holt

CFP®

Client Advisor

“It is a gift to be part of a team of dedicated professionals that provide caring advice for our clients.”

Role at Mission Wealth

Shane delivers customized financial planning, risk management, and tax strategies to assist in his clients’ goal achievement.


Contact Information

Team Location: Orange Country, Los Angeles, San Diego, Arizona

Department:

Advisory Team

Professional Background

Before joining the team at Mission Wealth, Shane worked in the Private Client Group of Fisher Investments and at Brouwer & Janachowski.


Shane has a Bachelor of Arts in Economics from Sonoma State University, as well as a Certificate in Personal Financial Planning from the University of California, Berkeley.

Credentials

Personal Pursuits

In Shane's free time, you can find him travelling, skiing, cycling, sailing and golfing.


Shane is a Volunteer at San Roque St. Vincent de Paul, Secretary & Social Chair of San Francisco Bay Bird Boat Association, and an Advisor at Sonoma State Alumni Campus Advisory Committee.


Spotlight on Shane Holt

Shane joined the Mission Wealth team in 2018. Shane has over 11 years of experience within the industry and is currently pursuing his CFP® designation. In this interview from July 2019, read about Shane's love for travel and the outdoors, his knowledge of Behavioral Finance, and his reverence for Fleetwood Mac's album, Rumors!


Shane Holt
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