Learn About Shane Meares
Professional Background
Shane Meares began his career in the San Francisco Bay Area, where he spent three years as the right-hand man to the President of a wealth management firm. During this time, he gained valuable experience in compliance, management, and client-facing aspects of the business. This unique position steered him towards financial planning and management, where he feels he has found his true calling. Since joining Mission Wealth, Shane has become a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about helping clients achieve their financial goals.
Shane's love for finance and investing began in junior high, when his father gave him $200 and let him decide which stock to invest it in. This early experience sparked a passion that continued to grow throughout high school, where he began actively trading. It ultimately led him to pursue a degree in finance and obtain his Series 7, Series 66, and Series 24 qualifications.
Shane holds a Bachelor of Science in Business Administration with a concentration in Financial Management from California Polytechnic State University. His experience and passion for finance have equipped him with the knowledge and skills necessary to provide exceptional financial advice and guidance to his clients at Mission Wealth.
Personal Pursuits
In addition to his passion for finance, Shane Meares is also an avid musician and waterman. When he's not in the office, you can find him playing gigs around the vibrant Santa Barbara music scene, surfing, or diving at the Santa Barbara Channel Islands.
Beyond music and the ocean, Shane also has a passion for travel and adventure. He has a knack for seeking out unique and exciting experiences, like bungee jumping off "The Nevis" in Queenstown, New Zealand, which is the third-highest bungee jump in the world. For Shane, traveling is more than just a hobby – it's a character-building pursuit that provides valuable perspective and helps him build empathy through a deeper understanding of other cultures. As he puts it, "traveling puts you in uncomfortable situations, but it also helps you grow and develop a greater appreciation for the world around you."
Community Impact
Shane Meares is committed to giving back to his community, both locally and nationally, through volunteering and supporting important causes. He is passionate about supporting organizations that make a meaningful difference in the lives of others, such as the Asher House in Estacada, Oregon, which provides a home for rescue dogs, and The Myalgic Encephalomyelitis Action Network, which raises awareness and funds for people affected by chronic illness. In addition to these national causes, Shane is also involved with important local organizations in Santa Barbara, including Santa Barbara Channelkeeper, which works to protect and restore the Santa Barbara Channel and its watersheds through science-based advocacy, education, field work and enforcement.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.