Renee Hennessee

Renee Hennessee

In by Mission Wealth

Renee Hennessee Partner and Chief Tech Officer Mission Wealth

Renee Hennessee

Partner and Chief Technology Officer

Santa Barbara

805-690-9061

CONTACT RENEE

Renee Hennessee

AWMA™

Partner and Chief Technology Officer

Santa Barbara

805-690-9061

CONTACT RENEE

"At the heart of our mission is the commitment to guide and empower individuals through life's transitions. It really inspires me, whether they are facing uncertainty, anxiety, or apprehension about what's next, we strive to provide them with the tools and resources they need to cultivate confidence and a sense of security."

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, Renee is committed to advancing our client services and internal operations by leveraging cutting-edge technology solutions that enhance efficiency and 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 managing CRM administration or spearheading cross-functional projects, Renee's expertise and leadership are essential to our continued success.

"At the heart of our mission is the commitment to guide and empower individuals through life's transitions. It really inspires me, whether they are facing uncertainty, anxiety, or apprehension about what's next, we strive to provide them with the tools and resources they need to cultivate confidence and a sense of security."

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, Renee is committed to advancing our client services and internal operations by leveraging cutting-edge technology solutions that enhance efficiency and 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 managing CRM administration or spearheading cross-functional projects, Renee's expertise and leadership are essential to our continued success.

Learn About Renee Hennessee

Professional Background

Renee Hennessee had her first job at Mission Wealth from 1999 to 2001, acting as Client Coordinator and Office Administrator. But she needed to see what else was out there. After gaining experience as a journalist and as an energy efficiency analyst in the ensuing years, she moved back to Santa Barbara in 2014 and rejoined 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 is a Master Gardener - volunteer encouraging horticultural knowledge in the community, CALM (Child Abuse Listening Mediation) in Santa Barbara - chair of the community relations work group, Kiva - lender making micro-loans worldwide to small-business owners, especially farmers and vegetable sellers.

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

Spotlight on Andy Penso

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.

In the News

USA Today Top Financial Firms

Mission Wealth Named Among USA Today’s Top Financial Advisory Firms in 2024

Mission Wealth is proud to announce that it has been named one of USA Today’s Best Financial Advisory Firms of 2024.
Smart Moves With Tax-Deferred Retirement Accounts

Smart Moves with Tax-Deferred Retirement Accounts

There are circumstances – particularly for early 60s retirees – where one may benefit by paying more tax now to pay less in lifetime taxation.
From Financial Chaos to Philanthropic Clarity The Legacy of Sue and Paul Slater

From Financial Chaos to Philanthropic Clarity: The Legacy of Sue and Paul Slater

This interview shares the story of Sue Slater, from financial confusion to a lasting legacy of giving, guided by her son Scott Slater.

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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