Renee Hennessee

Partner and Chief Technology Officer

Santa Barbara

"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.

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

Media and Speaking Engagements

InvestmentNews - The human-first AI playbook: Treat it as change management, not just tech, January 2026

In the News

Why People Delay Tax Planning: 4 Behavioral Biases That Cost Investors Money

Behavioral biases often prevent investors from taking advantage of tax-saving strategies. Learn how the planning fallacy, present bias, and other biases impact tax planning.

IPO Planning for Employees: Tax Strategies, Risks, and What to Do Before You Sell

Going through an IPO? Learn how to manage stock options, RSUs, taxes, and diversification before and after your company goes public.

Why Smart Business Owners Design Their 401(k) Like a Retirement Engine, Not an Employee Perk

Most business owners overestimate the value of their future exit. Learn how a strategically designed 401(k) can reduce risk, lower taxes, and create reliable retirement income, regardless of whether your business sells.

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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