Privacy Policy

We are required by law to inform our clients of our policy regarding privacy of confidential client information. We are bound by professional standards of confidentiality and will always protect your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us from third parties with your authorization.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, providing information to a third party as per your request and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information that is being shared.

Protecting the Confidentiality and Security of Current and Former Clients Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we constantly maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please call us at (619)294-9900 if you have any questions, since your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. If you feel that we are not abiding by this privacy policy, please contact us immediately and we will address the issue immediately.