Mission Wealth
Renee Hennessee, AWMA®, has obtained diverse work experience throughout their career. Renee started their professional journey at Mission Wealth in 1999, where they served as a Client Coordinator and Office Manager until 2001. Following this, they joined Canyon Wind Cellars as a Tasting Room Coordinator from 2001 to 2003. Renee then worked as a Copy Editor and Page Designer for The Daily Sentinel of Grand Junction and The Desert Sun Publishing Company in 2003. From 2007 to 2009, they served as a Regional Supervisor at H & J Property Management. In 2009, Renee joined Demand Media as a Content Editor until 2012. Renee further advanced their career by becoming the President of G.R.E.E.N. Inc., Green Real Estate Excellence Network from 2012 to 2015. Returning to Mission Wealth in 2014, they held various roles, including Marketing Coordinator and Business Analyst, Director of Technology, and Partner and Director of Technology. Currently, Renee serves as the Partner and Chief Technology Officer at Mission Wealth, where they focus on integration, automation, adoption, and operations initiatives, striving to enhance client services and internal operations.
Renee Hennessee, AWMA®, obtained a Bachelor of Arts degree from UC Santa Barbara between 1995 and 1999. In addition to their degree, they have acquired several certifications throughout their career. Renee became an Accredited Wealth Management Advisor in October 2017 through the College for Financial Planning. Renee also holds a Master Gardener certification, which they obtained from UC Cooperative Extension, Riverside County in May 2011. In 2007, they earned the California Certified Residential Manager certification from the California Apartment Association. Furthermore, Renee obtained a Series 7 License in 2001, although the institution from which they acquired it is not specified.
Mission Wealth
Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and implementation (usually customized) and integrating that with the lives of our clients (tax, income needs, gifting, charitable, family, retirement, complex decisions, legacy, estate, etc.). Our firm has many offices all across the U.S. Mission Wealth's service offerings include financial planning, investment management, estate and trust planning, asset protection, charitable giving, tax planning, retirement planning, and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.