Shane Holt
Senior Client Advisor Associate
Shane Holt
Senior Client Advisor Associate
Shane Holt
Senior 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.
To read about our interview with Shane, take a look at our Spotlight on the Team: Shane Holt article!
Specializations
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.
To read about our interview with Shane, take a look at our Spotlight on the Team: Shane Holt article!
Specializations
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 2020.
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 2020.
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