“It is a gift to be part of a team of dedicated professionals that provide caring advice for our clients.”
Role at Mission Wealth
As a Client Advisor, Shane becomes personally acquainted with the specific goals and financial lives of his clients. He delivers customized financial planning, investment strategies, risk management strategies, and tax strategies to facilitate the achievement of both financial and non-financial goals. Along with general financial planning, Joey focuses on navigating complex planning events such as transitioning into retirement, concentrated stock divestiture, charitable estate planning, and socially responsible investing,
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 believes in making a difference in his community and is a Board Member at San Roque St. Vincent de Paul, volunteers at 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. 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!
