General Info

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.