Causeway Strategic Financial Advisors is a financial advisory firm based in Roseville, California. Led by Jerry Sullivan, whose experience helping clients prepare for financial uncertainty spans more than 30 years, the firm emphasizes thoughtful client relationships and an organized, methodical approach to getting clients’ financial affairs in order. Its professionals aim to help individuals understand financial management concepts and pursue their personal financial goals using available resources.

The firm’s website provides information and resources covering retirement, investments, estate planning, insurance, taxes, money management, and lifestyle topics. Visitors can also access articles, videos, calculators, market performance information, and an Investment IQ quiz. Causeway encourages clients to learn about its team, firm values, and approach, and provides ways to contact the office or sign in through its client portal.

The firm’s financial professionals are registered representatives and investment adviser representatives affiliated with Commonwealth Financial Network, through which securities and advisory services are offered. Fixed insurance products and services are separate from Commonwealth.