Shane Meares

Senior Client Advisor Associate

 

Shane Meares

Senior Client Advisor Associate

Shane Meares

Senior Client Advisor Associate

“Balance is an important part of my life, and helping clients plan and achieve their financial goals is the best way I can think of to assist them in achieving their own balance and happiness. I’m proud to be part of such a dedicated team who truly cares about making a profound impact on their clients’ lives.”

 
Shane Meares

Role at Mission Wealth

As a Senior Client Advisor Associate, 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: smeares@nullmissionwealth.com
Phone: (805) 450-8387

Role at Mission Wealth

As a Senior Client Advisor Associate, 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: smeares@nullmissionwealth.com
Phone: (805) 450-8387

Personal Pursuits

Anything ocean related – he’s an avid surfer, stand up paddle boarder, freediver/spearfisherman, and boater. One of his favorite places in the world is out at the Santa Barbara Channel Islands on his family’s 20-foot Skipjack. Traveling and exploring the world is high on his list of passions, as is being a musician (he loves to sing, play guitar, and plays drums). He also enjoys hiking some of the beautiful trails we have here in Santa Barbara.

Education

Shane holds a BS in Business Administration with a concentration in Financial Management from California Polytechnic State University

Personal Pursuits

Anything ocean related – he’s an avid surfer, stand up paddle boarder, freediver/spearfisherman, and boater. One of his favorite places in the world is out at the Santa Barbara Channel Islands on his family’s 20-foot Skipjack. Traveling and exploring the world is high on his list of passions, as is being a musician (he loves to sing, play guitar, and plays drums). He also enjoys hiking some of the beautiful trails we have here in Santa Barbara.

Education

Shane holds a BS in Business Administration with a concentration in Financial Management from California Polytechnic State University

Community Involvement

Shane recently moved back to the Santa Barbara area, and is excited for any volunteer opportunities that present themselves! He plays gigs with his friend every few weeks in Goleta at a restaurant called Pepe Delgados, where he is starting to build a following.


Why I Love What I Do

Shane has always been drawn to watching money grow; his father planted the seed when he was in junior high by giving him $200 and letting him decide what stock to invest it in. This passion grew in high school as he began actively trading, and eventually steered him toward a degree in finance. After some time in the industry, his interest has expanded beyond just the numbers. He’s discovered that his interactions and relationships with clients are what keep him motivated. He loves being a resource to people and making an impact on their futures.


Career Highlights

Shane spent the first three years of his career in the San Francisco Bay Area, working as the right hand man to the President of a wealth management firm, assisting with all aspects of the business from compliance and management to client-facing. This unique position and his experience there steered him towards both the client facing and planning side of financial management. He feels he has  found his place in the industry here at Mission Wealth, and is currently working towards his CFP® certification.

Community Involvement

Shane recently moved back to the Santa Barbara area, and is excited for any volunteer opportunities that present themselves! He plays gigs with his friend every few weeks in Goleta at a restaurant called Pepe Delgados, where he is starting to build a following.


Why I Love What I Do

Shane has always been drawn to watching money grow; his father planted the seed when he was in junior high by giving him $200 and letting him decide what stock to invest it in. This passion grew in high school as he began actively trading, and eventually steered him toward a degree in finance. After some time in the industry, his interest has expanded beyond just the numbers. He’s discovered that his interactions and relationships with clients are what keep him motivated. He loves being a resource to people and making an impact on their futures.


Career Highlights

Shane spent the first three years of his career in the San Francisco Bay Area, working as the right hand man to the President of a wealth management firm, assisting with all aspects of the business from compliance and management to client-facing. This unique position and his experience there steered him towards both the client facing and planning side of financial management. He feels he has  found his place in the industry here at Mission Wealth, and is currently working towards his CFP® certification.

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