Website Privacy Policy
Pleasanton Wealth LLC ("we") respects your privacy. This policy explains how we handle information collected through pleasantonwealth.com. It does not replace the privacy notice we provide to advisory clients.
Information we collect
- Information you give us through our forms: name, email address, phone number, business name, employee count, current retirement plan and any message you write.
- Technical information collected automatically by our hosting provider and Google Analytics, such as IP address, browser type and pages visited, in standard server logs.
Website analytics
We use Google Analytics to understand how visitors find and use this website, such as which pages are viewed and whether a form was submitted. Google Analytics uses cookies and collects information such as your browser type, approximate location and pages visited; it does not receive the contents of our forms. You can opt out using the Google Analytics opt-out browser add-on or by blocking cookies in your browser. See how Google uses this information.
How we use it
- To respond to your request and send resources you ask for.
- To follow up about our services. You can ask us to stop at any time.
- To keep business records as required of registered investment advisers.
How we share it
We do not sell or rent your personal information. We share it only with service providers that help us operate our business (such as our website host and email provider), when required by law or regulation, or with your consent.
Security and retention
We use reasonable safeguards to protect the information you submit and keep it only as long as needed for the purposes above and our record-keeping obligations. Please do not send account numbers or other sensitive financial information through our website forms.
Your choices and California rights
You may ask us to access, correct or delete the personal information you submitted through this website, or to stop contacting you, by emailing samah@pleasantonwealth.com. We will not discriminate against you for making a request.
Contact
Pleasanton Wealth LLC · 218 Ray Street, Pleasanton, CA 94566 · samah@pleasantonwealth.com