If you do become a client, we’ll only use the information you give us for planning purposes.
From time to time, we’ll also work with other professionals on your behalf – tax advisors, attorneys, etc – who will also need access to pieces of information. We will always ask you for your authorization before we share anything with these third parties.
The Financial Zen Group, Inc. recognizes that our relationships with current and prospective clients are based on integrity and trust.
We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us.
The Financial Zen Group, Inc. will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.
The Financial Zen Group, Inc. will provide this privacy statement to all clients annually. If we were to change our firm policy, we would be prohibited under the law from doing so without advising you first.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
We gather information about you so that we can:
We may collect the following types of “nonpublic personal information” about you:
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. If you wish to opt out of disclosures to non-affiliated third parties please contact us at (415) 792-0345.
Otherwise, The Financial Zen Group, Inc. will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
Arrangements with companies or independent contractors not affiliated with The Financial Zen Group, Inc. will be subject to confidentiality agreements.
Privacy has always been important to The Financial Zen Group, Inc. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use.
The Financial Zen Group, Inc. (“The Financial Zen Group”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by The Financial Zen Group in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only is not intended as investment, tax, accounting or legal advice. Opinions expressed herein are solely those of The Financial Zen Group, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.