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