Sherrie Le

Financial Advisor | Insurance Specialist

Sherrie has been an independent financial advisor since 2013, specializing in living benefits and life insurance. Her meticulous attention to detail, strong listening, and communication skills have enabled her to provide clients with exceptional advice tailored to their financial goals. She works closely with each client to gain a comprehensive understanding of their unique needs and aspirations for a secure financial future.

As a team member of Vantage Financial Group, Sherrie delivers expertise across a range of products from various insurance carriers, ensuring unbiased advice and expert guidance. She has completed her life license qualification program and is currently working towards her Certified Financial Planner (CFP®) designation.