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meet

Your Dedicated Daily Money Manager

Hello! My name is Cathleen Levine and I'm a Venice native with 17 years of banking experience in multiple positions.  I've been involved with hundreds of sensitive and complex situations over the years, and have helped clients achieve solutions for their personal finances on a daily basis. I have the training, knowledge, and experience to assist you!


When I'm not working, I enjoy spending time with my family and pets, reading, and traveling. I'm involved with my local church, have done several mission trips to Africa, and am a formerly licensed foster parent.


I have a heart and passion for my community and would love the honor of serving you and your family!


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