Solano Strategic Financial Advisors

Jerry Sullivan is an independent financial advisor with three decades of experience in the financial services industry. As a Behavioral Financial Advisor, he incorporates traditional financial planning with psychology and neuroscience to help clients manage the certainty of uncertainty. He specializes in developing unique financial strategies that help clients build and maintain a personal portfolio of investments for their retirement while keeping it aligned with their goals and values.

As founder of Solano Strategic Financial Advisors, Jerry is focused on educating his clients about the best possible solutions to address their investment needs. He believes strongly that by helping clients understand the risks and rewards of individual investments, they will be better able to make the best possible financial decisions to meet their needs.

Jerry became a financial advisor to provide solid, sound advice to the average investor. In today’s automated world, he is adamant that nothing can replace the human touch when providing that advice. For that reason, he strives to ensure that his clients speak with a live person on the telephone, and that their calls will be answered, and their concerns addressed promptly.