Learn About Shane Holt
Professional Background
Shane Holt's career as a financial advisor and investment counselor spans several prestigious firms, including the Private Client Group of Fisher Investments and Brouwer and Janachowski. Throughout his career, Shane has gained extensive experience in all aspects of financial planning, from investment strategy development to behavioral finance, asset management, and tax planning. He has also developed a reputation for his ability to provide personalized guidance to clients, taking the time to truly understand their individual needs and goals.
Shane's passion for financial planning is backed by his impressive credentials. He holds a Bachelor of Arts in Economics from Sonoma State University; a Certificate in Personal Financial Planning from the University of California, Berkeley; and is a CERTIFIED FINANCIAL PLANNER™ professional.Â
Personal Pursuits
In his free time, Shane Holt enjoys a range of outdoor activities in the Santa Barbara area. He loves to travel with family and friends, ski during the winter months, cycle through the scenic countryside, and sail out on the water. When he's not doing those activities, he's often found on the golf course, where he enjoys the challenge and reward of the game, as well as the opportunity to socialize with friends and colleagues. Whether he's exploring new places, hitting the slopes, or teeing off, Shane is always up for an adventure and values the chance to unwind and enjoy the beautiful California weather.
Community Impact
Community involvement is a top priority for Shane Holt, who believes in giving back to the organizations that make a difference in his community. As a Board Member at San Roque St. Vincent de Paul, he is passionate about serving those in need and helping to create a stronger, more equitable community for all. He also volunteers his time as Secretary & Social Chair of the San Francisco Bay Bird Boat Association and as an Advisor at Sonoma State Alumni Campus Advisory Committee.
Shane is very knowledgeable and helpful, always responds quickly when we need him. We are very pleased with Shane and Mission Wealth.
