"Balance is an important part of my life, and helping clients plan and achieve their financial goals is the best way I can think of to assist them in achieving their own balance and happiness. I'm proud to be part of such a dedicated team who truly cares about making a profound impact on their clients' lives."
Role at Mission Wealth
As a Client Advisor, Shane delivers customized financial planning, risk management, and tax strategies to assist in his clients' goal achievement.
Shane has always been drawn to watching money grow; his father planted the seed when he was in junior high by giving him $200 and letting him decide what stock to invest it in. This passion grew in high school as he began actively trading, and eventually steered him toward a degree in finance. After some time in the industry, his interest has expanded beyond just the numbers. He's discovered that his interactions and relationships with clients are what keep him motivated. He loves being a resource to people and making an impact on their futures.
Team Location: Santa Barbara
Shane spent the first three years of his career in the San Francisco Bay Area, working as the right hand man to the President of a wealth management firm, assisting with all aspects of the business from compliance and management to client-facing. This unique position and his experience there steered him towards both the client facing and planning side of financial management. He feels he has found his place in the industry here at Mission Wealth, and earned his CFP® certification in 2021.
Shane has a Bachelors of Science in Business Administration with a concentration in Financial Management from California Polytechnic State University. Shane also achieved his Series 7, Series 66, and Series 24 qualifications.
Shane plays gigs with his friend every few weeks in Goleta at a restaurant called Pepe Delgados, where he is starting to build a following.
Spotlight on Shane Meares
Shane joined the team in August 2020, and has been in the financial industry since 2017. In this interview he discusses his upbringing, work style, and offers valuable advice about investing.