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 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 Causeway 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.
Jerry graduated from the University of California at Berkeley in 1984. Jerry is the father of two. He enjoys spending time with his family, playing golf and staying active in his community. He is a member of the Rotary International Club of Vacaville, California.
Areas of Experience
Wealth Management
Retirement Planning
Retirement Income Strategies
Financial Planning
Education/Certification
B.S. Political Science, University of California, Berkeley
Industry Licenses: Series 6, 63, 65
California Insurance License #0668720
Affiliations/Memberships
Commonwealth Financial Network