Shane Meares CFP®

Shane Meares began his career in the San Francisco Bay Area, where he spent three years as the right-hand man to the President of a wealth management firm. During this time, he gained valuable experience in compliance, management, and client-facing aspects of the business. This unique position steered him towards financial planning and management, where he feels he has found his true calling. Since joining Mission Wealth, Shane has become a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED DIVORCE FINANCIAL ANALYST® certificate, and is passionate about helping clients achieve their financial goals.

Shane’s love for finance and investing began in junior high, when his father gave him $200 and let him decide which stock to invest it in. This early experience sparked a passion that continued to grow throughout high school, where he began actively trading. It ultimately led him to pursue a degree in finance and obtain his Series 7, Series 66, and Series 24 qualifications.

Shane holds a Bachelor of Science in Business Administration with a concentration in Financial Management from California Polytechnic State University. His experience and passion for finance have equipped him with the knowledge and skills necessary to provide exceptional financial advice and guidance to his clients at Mission Wealth.

In addition to his passion for finance, Shane is an avid musician and waterman. When he’s not in the office, you can find him playing gigs around the vibrant Santa Barbara music scene, surfing, or diving at the Santa Barbara Channel Islands.

Beyond music and the ocean, Shane also has a passion for travel and adventure. He has a knack for seeking out unique and exciting experiences, like bungee jumping off “The Nevis” in Queenstown, New Zealand, which is the third-highest bungee jump in the world. For Shane, traveling is more than just a hobby – it’s a character-building pursuit that provides valuable perspective and helps him build empathy through a deeper understanding of other cultures. As he puts it, “traveling puts you in uncomfortable situations, but it also helps you grow and develop a greater appreciation for the world around you.”

Shane Meares is committed to giving back to his community through volunteering and supporting important causes. He is passionate about supporting organizations that make a meaningful difference in the lives of others, and participates in volunteer events for organizations such as the Teddy Bear Cancer Society, Surfrider Foundation, Channel Islands Marine and Wildlife Institute, and Santa Barbara Channelkeeper.