We collect certain nonpublic information about our clients ("Customer Information"). The essential purpose for collecting Customer Information is to allow us to provide advisory services to our clients. Customer Information we collect may include:
We restrict access to client nonpublic personal information to those employees who need to know that information to serve our clients. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
As required or permitted by law, we disclose the nonpublic personal information we collect about our customers: (i) to persons necessary to effect the transactions and provide the services that our customers authorize, such as broker-dealers, custodians, independent managers etc.; (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law. We are permitted by law to disclose the nonpublic personal information about clients to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose.
If you’re not a client, but have visited our website, the following may apply to you.
We do not sell, rent, share, or otherwise give your personally identifiable information to third parties for marketing purposes.
If you sign up for our blog updates or a free consultation, your email will be used to deliver emails requested and also to send periodic follow up emails. You may opt out of these lists at any time.
We may have occasion to collect non-personal anonymous demographic information such as age, gender, household income as well as the type of browser you are using, IP address, type of operating system that will assist us in providing and maintaining superior quality service. At times, we may find it necessary to use personally identifiable information as a means to keep you informed of other possible products and/or services that may be available to you from this website. We may also be in contact with you with regards to completing surveys and/or research questionnaires related to your opinion of current or potential future services that may be offered.
Telephone Number: 510-558-8272
2081 Center St
Berkeley, California 94704