Jerry Sullivan is an independent financial advisor with nearly three decades of experience in the financial services industry. He specializes in developing unique financial strategies that help clients build and maintain a personal portfolio of investments for their retirement.
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 in order 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 licensed by the State of California as an investment advisor and insurance agent. He also holds an insurance license in Nevada & Washington.
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 Expertise
Retirement Income Strategies
B.S. Political Science, University of California, Berkeley
Industry Licenses: Series 6, 63, 65
Insurance and/or Securities License in CA, NV and WA
California Insurance License #0668720
Securities America, Inc.