Renee Hennessee

Renee Hennessee

In by Mission Wealth

Renee Hennessee Partner and Chief Tech Officer Mission Wealth

Renee Hennessee

Partner and Chief Technology Officer

CONTACT RENEE

Renee Hennessee

Partner and Chief Technology Officer

CONTACT RENEE

"I’m really inspired by our caring commitment to guiding others through life transitions. When the people we serve are facing uncertainty or anxiety about what's next, we provide them with the tools and resources they need for peace of mind."

Renee Hennessee, the Chief Technology Officer at Mission Wealth, is responsible for driving the firm's integration, automation, training, and operational initiatives. As a Partner and member of the Leadership Group, Renee is committed to advancing our client services and internal operations by leveraging cutting-edge technology solutions and modernizing processes to prepare us for the future. Her collaborative approach involves working closely with all departments to develop and implement strategic plans that align with our overall vision. Whether she is or spearheading cross-functional projects, Renee's expertise and leadership are essential to our continued success.

"I’m really inspired by our caring commitment to guiding others through life transitions. When the people we serve are facing uncertainty or anxiety about what's next, we provide them with the tools and resources they need for peace of mind."

Renee Hennessee, the Chief Technology Officer at Mission Wealth, is responsible for driving the firm's integration, automation, training, and operational initiatives. As a Partner and member of the Leadership Group, Renee is committed to advancing our client services and internal operations by leveraging cutting-edge technology solutions and modernizing processes to prepare us for the future. Her collaborative approach involves working closely with all departments to develop and implement strategic plans that align with our overall vision. Whether she is or spearheading cross-functional projects, Renee's expertise and leadership are essential to our continued success.

Learn About Renee Hennessee

Professional Background

Renee Hennessee started at Mission Wealth from 1999-2001, acting as Client Coordinator and Office Administrator. She had to move away, and over the ensuing years,  gained experience as a journalist, property manager, energy efficiency analyst and mom. Renee moved back to Santa Barbara in 2014 and returned to Mission Wealth. She now leads our technology department and is instrumental in our growth.

Renee has a Bachelor of Arts in Portuguese Literature from the University of California, Santa Barbara (UCSB).

Community Impact

Renee earned her UCCE Master Gardener certification, and she enjoys encouraging horticultural knowledge in the community. She supports CALM in Santa Barbara, and is past chair of the community relations work group. She also makes Kiva micro-loans worldwide to small-business owners, especially farmers, vegetable sellers and business women.

Dannell Stuart Volunteering

Awards and Recognitions

Top 50 Women in Business for Business and Finance, the Pacific Coast Business Times

*for award disclosures and methodology, visit awards & rankings

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Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

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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