Shane Meares

Shane Meares

In by Mission Wealth

Shane Meares Wealth Advisor

Shane Meares

CFP®, CDFA®

Wealth Advisor

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"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 is a Wealth Advisor at Mission Wealth, serving individuals and businesses in Santa Barbara, California and the surrounding area. He provides personalized financial guidance to clients, getting to know their specific goals and financial lives to develop customized financial plans, investment strategies, asset management strategies, and tax strategies. Shane is particularly skilled at navigating complex planning scenarios such as 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 every step of the way.

"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 is a Wealth Advisor at Mission Wealth, serving individuals and businesses in Santa Barbara, California and the surrounding area. He provides personalized financial guidance to clients, getting to know their specific goals and financial lives to develop customized financial plans, investment strategies, asset management strategies, and tax strategies. Shane is particularly skilled at navigating complex planning scenarios such as 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 every step of the way.

Learn About Shane Meares

Professional Background

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.

Personal Pursuits

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."

Community Impact

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.

Dannell Stuart Volunteering

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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