Shane Holt

Client Advisor Associate

 

Shane Holt

Client Advisor Associate

 
 

Shane Holt

Client Advisor Associate


“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 gathers up-to-date data and documents from clients, preparing financial analyses for wealth management reviews and year-end reviews. He creates investment reports and financial scenarios and works closely with Client Advisors to provide an outstanding level of service.

Contact Information

Office Location: Santa Barbara, CA
Email: sholt@nullmissionwealth.com
Direct Line: (805) 690-3879

Role at Mission Wealth

Shane gathers up-to-date data and documents from clients, preparing financial analyses for wealth management reviews and year-end reviews. He creates investment reports and financial scenarios and works closely with Client Advisors to provide an outstanding level of service.

Contact Information

Office Location: Santa Barbara, CA
Email: sholt@nullmissionwealth.com
Direct Line: (805) 690-3879

Career Highlights

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

He plans to take the CERTIFIED FINANCIAL PLANNER™ examination in 2019.

Career Highlights

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

He plans to take the CERTIFIED FINANCIAL PLANNER™ examination in 2019.

Personal Pursuits

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


Community Involvement

Volunteer at St. Vincent’s School for Boys

Secretary & Social Chair of San Francisco Bay Bird Boat Association

Advisor at Sonoma State Alumni Campus Advisory Committee

Education

Bachelor of Arts in Economics from Sonoma State University

Certificate in Personal Financial Planning from the University of California, Berkeley

Personal Pursuits

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


Community Involvement

Volunteer at St. Vincent’s School for Boys

Secretary & Social Chair of San Francisco Bay Bird Boat Association

Advisor at Sonoma State Alumni Campus Advisory Committee

Education

Bachelor of Arts in Economics from Sonoma State University

Certificate in Personal Financial Planning from the University of California, Berkeley

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