Shane Holt CFP®

Senior Wealth Advisor

Based in Santa Barbara, Shane helps independent women and individuals new to professional financial advice navigate retirement, home purchases, loss of a spouse, and other important financial decisions

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Shane Typically Helps

Independent women, women navigating finances on their own, widows and widowers, individuals beginning to work with a financial advisor, homebuyers, pre-retirees, clients seeking support while retaining involvement in investment decisions.

Serving Clients in

Santa Barbara • Montecito • Los Angeles • San Francisco • Marin County • Communities throughout California

Available nationwide through virtual meetings

Questions Shane Helps Answer

How can I prepare for retirement?
When should I claim Social Security?
How can I plan financially for a home purchase?
How can I organize my finances after the loss of a spouse?
How can I receive investment guidance while retaining control over decisions?

Shane Holt is a Senior Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California, and the surrounding area. He provides personalized financial guidance to clients, taking the time to understand their specific goals and financial situations to develop customized financial plans, investment strategies, asset management strategies, and tax strategies.
Shane is particularly skilled at navigating complex planning scenarios, including retirement transitions, concentrated stock divestiture, charitable estate planning, and socially responsible investing. With his extensive knowledge and experience, Shane is dedicated to helping clients achieve both their financial and non-financial objectives, providing the highest level of service and support throughout the process.

It is truly a privilege to be a member of a team of highly committed professionals who are dedicated to providing compassionate and comprehensive financial advice to our clients. At Mission Wealth, we develop tailored solutions that meet each client's unique needs and objectives. It is this unwavering commitment to excellence and client satisfaction that makes our work so rewarding and fulfilling.

—Shane Holt, Senior Wealth Advisor

Shane’s Frequently Asked Questions

What should I expect when I begin working with Shane as my financial advisor?

Clients can expect a patient, methodical approach focused on helping them understand their options and receive the guidance they need. Shane takes time to determine whether he is the right fit and, when appropriate, connects clients with another Mission Wealth advisor who may be better suited to support their situation. His goal is to create clarity, peace of mind, and a lasting partnership rather than a transactional experience.

Will I work directly with Shane, and who else may support my financial plan?

Shane will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Shane will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Shane if I live outside Santa Barbara or my situation is not listed above?

Yes. Shane meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

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, with the latter now under the ownership of Cerity Partners. 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 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.

Personal Pursuits

In his free time, Shane enjoys spending quality time with his wife and two daughters, and a range of outdoor activities in California and beyond. He loves to travel with family and friends, ski during the winter months, cycle in the backcountry, and sail out on the water. When he’s not doing those activities, he’s often found on the golf course, practicing the piano, or attempting a DIY car or home repair.

Community Impact

Community involvement is a top priority for Shane, who believes in giving back to the organizations that make a difference in his community. As the President and 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, Advisor at Sonoma State Alumni Campus Advisory Committee, and is a pro-bono financial planner for Senior Concerns.