Shane Holt, CFP®
Wealth Advisor at Mission Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Santa Barbara, US
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Experience
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Mission Wealth
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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2021 - Present
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Senior Client Advisor Associate
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2019 - 2020
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Client Advisor Associate
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2018 - 2019
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VentureLoop
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Operations Consultant
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2017 - 2018
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Fisher Investments
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United States
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Financial Services
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700 & Above Employee
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Investment Counselor
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2016 - 2017
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Financial Advisor Associate
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2012 - 2015
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Analyst
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2008 - 2012
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Education
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University of California, Berkeley
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Sonoma State University
Community
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