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

InformationWeek - Mission Wealth CTO on Why Role Clarity Can Trump New Tools, June 2026
InvestmentNews - The human-first AI playbook: Treat it as change management, not just tech, January 2026

In the News

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The SpaceX IPO has arrived. Learn tax strategies, equity planning, diversification tips, and wealth management considerations for employees, early investors, and prospective shareholders.

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

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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