Tessa Marie Juanillo-Tundag
Tessa started as a Financial Planning Assistant in July 2014, shortly after got promoted as Subject Matter Expert, then became a Client Services Manager in 2015. Although she left VBP in 2018, Tess would be the perfect example of finding home in the workplace as it didn’t take long for her to come back. Having completed her Diploma in Financial Planning, she stepped in as a Client Services Manager for the Advice Team in 2019.
Currently, she is one of the cluster heads working with Client Services Managers and QA Analysts in overseeing about 250 Paraplanning staff, making sure they produce quality advice documents.