RH

Renee Hennessee

Partner and Chief Technology Officer

Mission Wealth

Santa Barbara, California


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Mission Wealth
Industry
financial services
Employees
160.0
Seniority
C suite
Annual Revenue
8400000.0

Technologies

Cloudflare DNS Sendgrid Outlook Pardot MailChimp SPF CloudFlare Hosting Microsoft Office 365 Flywheel TikTok Salesforce Linkedin Marketing Solutions Facebook Custom Audiences Intercom reCAPTCHA YouTube Mobile Friendly Gravity Forms Hotjar Shutterstock Disqus Facebook Login (Connect) Google Font API Facebook Widget WordPress.org Google Tag Manager Apache Typekit Bootstrap Framework Google Analytics Remote AI IoT SharePoint Android Circle Flutter Python Basis Node.js Data Analytics

Keywords

investments education projections retirement projections planning charitable giving windfall planning sale of a home or business divorce or funds received through a settlement or inheritance estate planning insurance tax planning financial planning wealth management investment management socially responsible investing risk management independent women retirement trust management concentrated stock strategies philanthropic planning family wealth planning tax management charitable planning retirement planning customized portfolios asset protection life event planning family office solutions private client solutions integrated wealth solutions emerging wealth solutions concentrated stock planning personalized financial strategies financial advisor high net worth generational planning holistic financial approach fiduciary commitment collaborative wealth strategy financial security peace of mind investment strategies financial guidance comprehensive review personal finance family governance client-centric services risk assessment college savings planning health & ltc planning income tax planning cross-border tax optimization financial objectives legacy planning financial education goals assessment investment performance monitoring philanthropy client support adaptive financial solutions comprehensive asset management client testimonials retirement income strategies financial landscapes law practice legal services financial services

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