Sheri Leveille is the CEO of Leveille Private Wealth. With over twenty years of experience in the finance industry, Sheri has impressive credentials — and a lot of enthusiasm about the industry. First earning her Associate Degree at Cuesta College, then in 2000 her Bachelor's Degree from Cal Poly San Luis Obispo, and in 2010 her CERTIFIED FINANCIAL PLANNER™(CFP®) certification, Sheri understands the importance of hard work. While furthering her education, Sheri worked several jobs to pay her way through college. Sheri thoroughly enjoys working as a CFP®, and she is proud of the fact that she earned her certification all while working full-time, raising a toddler, and being pregnant with her second child.
Before starting her own company, Sheri was involved with "Must!" charities which is a local nonprofit in the area. Sheri served as a board member at "Must!" and working with the non-profit reinforced to her how important it is to give back to the community. Sheri lives with her husband of over 17 years, Brian, in Templeton, CA along with her two daughters, Kaylee and Kara. Sheri and her family have two pets, Zinny (a 19-year-old ragdoll cat) and Beau (a Red Merle Australian Shepard).
When Sheri is not working, she is probably spending time with her family. Although she enjoys spending time with her husband, children, and pets no matter what they're doing together, she particularly enjoys traveling, swimming, snorkeling, and lounging by the beach with her loved ones. A couple of her favorite destinations are Hawaii, the Bahamas, and the US Virgin Islands. When Sheri gets some downtime to herself, she loves finding a good book and reading it in her backyard. If Sheri could provide one go-to piece of financial advice, she would say "Invest well and stay the course!".