Jessa Pecadizo

Client Service Manager

Jessa has just joined Ascent Private Wealth as a Client Services Manager. Jessa has extensive past experience in Financial Planning Administration and Client Service. Jessa is very competent in all Financial Planning software including Xplan where she has previously prepared Records and Statements of Advice. Jessa is originally from the Philippines and speaks fluent Tagalog…

Jessa has just joined Ascent Private Wealth as a Client Services Manager. Jessa has extensive past experience in Financial Planning Administration and Client Service. Jessa is very competent in all Financial Planning software including Xplan where she has previously prepared Records and Statements of Advice. Jessa is originally from the Philippines and speaks fluent Tagalog and Cebuano and is a very friendly and bright person. We hope you join us in welcoming her to the Ascent Private Wealth Team.